Your Entire Practice.
One AI Research Platform.
Prism gives every advisor in your firm institutional-grade AI conviction scoring, options analytics, and group portfolio synthesis. Unlimited users. One firm-wide subscription.
15-day free trial. A payment method is required. Billing begins automatically on day 16 unless you cancel before the trial ends.
One avoided bad position pays for a year of Prism.
Most per-seat research tools charge $200-300 per advisor per month and still leave AI, morning brief, and group synthesis off the table. Prism Firm gives your whole practice everything for one flat subscription.
Built for How Advisory Practices Actually Work
Not a Bloomberg terminal junior. Not another data feed. A research platform purpose-built for the way modern advisors do their work.
Unlimited Users, One Firm Price
Stop paying per seat. Every advisor in your practice gets full access to the complete Prism platform for one flat firm-wide subscription. No seat counting, no license management.
White-Label Branding
Present Prism as your own research platform. Custom branding in client-facing outputs, PDF research briefs, and the morning brief email.
Group AI Portfolio Synthesis
Build custom watchlists and screening groups, then let the AI synthesize conviction signals across the entire group. Identify your strongest positions and emerging risks at a glance.
Custom Conviction Scoring Weights
Adjust how the 7-signal conviction model weights each factor to match your investment philosophy. Value-focused? Growth-oriented? Configure it once, apply it everywhere.
Company Hierarchy and Scoped Admin
Organize your team by company or office, assign scoped admin roles, and control feature access per group. Built for multi-advisor practices and family offices.
Dual-Perspective AI Analysis
Every position gets a structured Bull case, Bear case, and AI synthesis. Present balanced research to clients with confidence, not just a buy/sell signal.
Branded Client Portal
Generate a live, read-only link to any research group and share it with a client directly. No login for them to manage, no PDF to go stale, and you can revoke access the moment the relationship ends.
Traditional Tools vs. Prism Firm
Most advisory research platforms were built before AI existed. They charge per seat, gate features behind enterprise plans, and sell AI as an add-on.
| Capability | Traditional Tools | Prism Firm ✓ |
|---|---|---|
| Pricing model | Per advisor billed separately | One flat subscription |
| Team size | Pay more as you grow | Unlimited users included |
| AI conviction | Add-on or absent | 7-signal model, built in |
| Options analytics | Not included | Full suite — IV rank, P/C, LEAPS |
| Morning Brief | Not available | AI-generated every market day |
| White-label branding | Enterprise tiers only | Included in Firm |
| Group portfolio synthesis | Not available | AI synthesis across all groups |
| Client portal access | Static PDF or no client access | Live branded link, revocable anytime |
Ready to Run Your Whole Practice on Prism?
Prism Firm starts at $799/mo for unlimited users, or $7,668 billed annually ($639/mo equivalent).
Ask about Founders Lock pricing. Limited spots available.