# PRISM Financial

> Mobile app for viewing financial portfolio valuation, performance, and reporting. (iPhone/iPad app by PRISM Financial Strategies, LLC.)

- Source: https://appshunter.io/ios/app/prism-financial/id1631382637 (this page in markdown: same URL + `.md`)
- Developer: [PRISM Financial Strategies, LLC](https://appshunter.io/developer/1631382639)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2022-06-24
- Data updated: 2026-07-17
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/prism-financial/id1631382637/reviews.md

## What is PRISM Financial?

This mobile application allows you to view portfolio valuation, performance, reporting information, and much more for authorized users, in an application developed specifically for mobile devices.

## Key features

- Portfolio valuation
- Performance tracking
- Reporting information
- Mobile-optimized interface
- Secure access for authorized users


## Frequently asked questions about PRISM Financial

### 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.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-12

- 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

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-15

Bug fixes and performance updates

### 5.2.18 — 2022-06-24

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-17.*