Archived App (Last seen on 17 Jul 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your financial portfolio valuation, performance, and reporting details on the go. This application is designed for authorized users to manage their financial information conveniently from their mobile devices.
What's New in PRISM Financial
5.14.0
September 12, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
MoreFAQ
What is PRISM Financial?
PRISM Financial is a mobile application designed to provide authorized users with access to their financial portfolio valuation, performance, and reporting information directly on their mobile devices.
Is PRISM Financial free to use?
Yes, PRISM Financial is available for free download and use. It is offered at no cost to its users.
What devices does PRISM Financial support?
PRISM Financial is supported on iPhone, iPad, and iPod devices, making it accessible across various Apple mobile platforms.
How secure is PRISM Financial?
The application is developed for authorized users, implying security measures are in place to protect financial data. Specific security protocols are not detailed in the provided information.
When was PRISM Financial last updated?
The latest version of PRISM Financial, 5.14.0, was last updated on September 12, 2024, indicating regular maintenance and updates.
What is the age rating for PRISM Financial?
PRISM Financial has an age rating of 4+, making it suitable for a wide range of users.
Does PRISM Financial have ads?
No, PRISM Financial does not contain advertisements. The application is ad-free.
What kind of financial information can I view with PRISM Financial?
With PRISM Financial, you can view your portfolio valuation, performance metrics, and various reporting information.
