# Prism Finserv

> Prism Finserv (iPhone/iPad app by PRISM FINANCIAL SERVICES.)

- Source: https://appshunter.io/ios/app/prism-finserv/id1625688611 (this page in markdown: same URL + `.md`)
- Developer: [PRISM FINANCIAL SERVICES](https://appshunter.io/developer/1625688613)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 88 MB
- Languages: English
- Released: 2022-05-25
- Data updated: 2026-08-21
- User reviews in markdown: https://appshunter.io/ios/app/prism-finserv/id1625688611/reviews.md

## What is 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


## Version history (last 5 releases)

### 1.8.7 — 2026-08-13

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 1.8.6 — 2026-05-08

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 1.7.6 — 2026-01-28

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 1.7.1 — 2025-11-01

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 1.5.9 — 2025-10-02

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

## Apps similar to Prism Finserv

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [PRISM Financial](https://appshunter.io/ios/app/prism-financial/id1631382637) | 5.0 (1) | Free | Finance |
| [Nivesh](https://appshunter.io/ios/app/nivesh/id1463176830) | — | Free | Finance |
| [SMIFS Mutual Funds](https://appshunter.io/ios/app/smifs-mutual-funds/id1481048695) | — | Free | Finance |
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| [Janesville State Bank Mobile](https://appshunter.io/ios/app/janesville-state-bank-mobile/id1194725832) | 3.0 (2) | Free | Finance |
| [Ticker Wealth Advisor](https://appshunter.io/ios/app/ticker-wealth-advisor/id1446551106) | — | Free | Finance |

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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 2026-08-21.*