For Financial Advisors

The operating system for financial advisors.

Three modules built for the prep, outreach, and compliance work that fills the gap between your CRM and your meetings.

Your CRM holds your relationships. Prism handles the prep and the outreach.

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Every output is advisor-facing, never client-facing. Bring your own AI key. Client data stays with your provider.

Built for Financial Advisors

Three modules made specifically for this work.

Quarterly Review Prep

Custom client meeting agendas with portfolio context and life-situation talking points.

  • Personalized for each client's portfolio and last meeting notes
  • Open items from prior reviews surfaced automatically
  • Talking points only - never client-facing recommendations

$97 one-time + $29/mo

Compliance-Friendly Social Posts

Pre-vetted social posts that follow FINRA/SEC patterns - flagged language pre-highlighted.

  • Three variants per topic (LinkedIn long, short, Twitter)
  • Borderline phrases pre-highlighted for CCO review
  • Compliance checklist scored on every output

$97 one-time + $29/mo

Client Life Event Detector

Scan recent meeting notes and emails to flag life events that should trigger outreach.

  • Multi-client mode - run your whole book in one pass
  • 12 event types with confidence scores and source quotes
  • Suggested outreach language per event type

$97 one-time + $29/mo

Plus the general-purpose modules every operator uses

Mix and match. Only pay for what you turn on.

Hook Library

Tested LinkedIn hooks organized by theme - retirement planning, market volatility, generational wealth.

Ad Builder

Generate short scripts and creative variations for prospecting campaigns and webinar promos.

Task Board

Track service tasks, client follow-ups, and team handoffs in one place.

Ready to add financial advisors modules to your stack?

Pick the modules you need, connect your AI, and ship faster on your highest-leverage work.

Get started Try the free module