Prism Finserv

Prism Finserv

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Details about Prism Finserv

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Features

Developer of Prism Finserv

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Version History of Prism Finserv

1.4.1

July 29, 2024

- Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue

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1.3.3

May 30, 2024

- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update

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1.3.2

April 1, 2024

- Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update

More

1.2.8

December 22, 2023

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

More

1.2.5

November 28, 2023

Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes

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1.1.9

August 1, 2023

Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update

More

1.1.6

July 26, 2023

Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update

More

1.0.8

March 29, 2023

Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update

More

1.0.6

February 14, 2023

​New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved

More

1.0.5

November 22, 2022

Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases, Improvement on few screens, Other Improvement on UX, General Update

More

Price History of Prism Finserv

Description of Prism Finserv

Prism Finserv is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator
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Prism Finserv: FAQ

Does Prism Finserv work on iPads?

Yes, Prism Finserv is compatible with the iPad.

Who is behind the development of the Prism Finserv app?

Prism Finserv was launched by PRISM FINANCIAL SERVICES.

What is the minimum iOS version supported by Prism Finserv?

The app needs iOS 15.0 or later to function properly.

What user rating does the Prism Finserv app have?

Prism Finserv has not received any user ratings yet.

What’s the genre of the Prism Finserv app?

The App Genre Of Prism Finserv Is Finance.

What is the latest version of Prism Finserv?

The latest Prism Finserv version released is 1.4.1.

When was the last update for Prism Finserv released?

Prism Finserv’s latest update was rolled out on September 19, 2024.

When was Prism Finserv introduced to the market?

The app was launched on June 8, 2023.

What is the content advisory rating for the Prism Finserv app?

Prism Finserv is suitable for ages 17 and up according to its content advisory rating.

What languages does the Prism Finserv app support?

The Prism Finserv app is now available in English.

Can I find Prism Finserv within Apple Arcade's selection of games?

Sorry, Prism Finserv is not available on Apple Arcade.

Are in-app purchases available within Prism Finserv?

Sorry, in-app purchases are not accessible within Prism Finserv.

Is Prism Finserv optimized for use with Apple Vision Pro?

Unfortunately, Prism Finserv is not optimized for use with Apple Vision Pro.

Are there commercial ads in Prism Finserv?

No, there are no commercial ads in Prism Finserv.

Screenshots of Prism Finserv

iphone
ipad

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