Platform Features
Everything your practice needs.
Nothing it doesn't.
Prism combines institutional-grade research signals, AI synthesis, and white-label branding into a single platform built for RIAs.
Request a Demo7-Signal Conviction Model
Every ticker is scored 0–100 across seven independent signals: analyst consensus, momentum, price target upside, RSI position, 52-week range, insider activity, and earnings surprise history. Weights are calibrated to institutional research standards.
- Analyst consensus (20%)
- Momentum & RSI signals (35%)
- Price target upside (15%)
- Insider & earnings data (15%)
Options Activity Screening
Surface options market intelligence alongside fundamental signals. IV Rank, Put/Call ratio, Max Pain, and unusual activity flags are computed across near-term expirations and integrated into the AI conviction narrative.
- IV Rank (0–100 percentile)
- Put/Call ratio across expirations
- Max Pain strike calculation
- Unusual volume/OI detection
AI Conviction Narratives
Leading AI reasoning models synthesize all seven signals plus options data into a plain-English conviction narrative for each ticker. Updated on demand — no waiting for a research desk to publish.
- Signal synthesis in plain English
- Options context included
- Refreshes on demand
- Not investment advice — screening context
5 Trading Personas
Each ticker is evaluated through five distinct lenses matching common RIA client profiles: Conservative, Momentum, Value, RSI Trader, and Range Trader. Surface the right screen for each client.
- Conservative: consensus + momentum
- Momentum: intraday signal
- Value: price target upside
- RSI & Range trader views
White-Label Branding
Every client-facing view carries your firm name, colors, and identity — not ours. Clients see your brand on the research platform, reinforcing your value rather than a third-party vendor.
- Custom firm name & logo
- Branded client login portal
- Your colors and visual identity
- No Prism watermark in client views
Multi-Tenant Security
Built on Azure with PostgreSQL Row-Level Security — your data is isolated from every other RIA on the platform. Each tenant is cryptographically separated at the database level.
- Row-Level Security (RLS)
- Azure-hosted, SOC 2 aligned
- Role-based access control
- Audit log on all actions
Morning Brief & Watchlists
Start every trading day with an AI-generated morning brief summarizing your watchlist in plain English. Build and manage multiple watchlists across client groups for fast daily review.
- AI daily brief on your watchlist
- Multiple watchlist support
- Group organization by strategy
- One-click ticker deep-dive
News Sentiment
Real-time news sentiment scoring integrated alongside fundamental signals. Positive, neutral, or negative news momentum is factored into the conviction score and surfaced in the AI narrative.
- Real-time news aggregation
- Sentiment scoring per ticker
- Weighted into conviction model
- Source attribution included
Ready to see it in action?
Schedule a 30-minute demo and we'll walk through your specific research workflow.
Request a Demo