# Prism – Clients

> Prism – Clients (iPhone/iPad app by Prism Planning and Solutions Group, LLC.)

- Source: https://appshunter.io/ios/app/prism/id6445824659 (this page in markdown: same URL + `.md`)
- Developer: [Prism Planning and Solutions Group, LLC](https://appshunter.io/developer/1674008121)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-03-07
- Data updated: 2026-01-16
- User reviews in markdown: https://appshunter.io/ios/app/prism/id6445824659/reviews.md

## What is Prism?

Prism Planning and Solutions Group is proud to announce the launch of its new client portal, now available in Mobile App Stores. This portal provides clients with a convenient and efficient way to view their financial accounts on-the-go. The app offers a range of features to help clients feel well-cared, informed and secure and collaborate with their team at Prism. 
 One of the key features of the app is the ability for clients to upload documents directly from their phone. This allows clients to easily share important financial information with their team at Prism.., no matter where they are. The app also offers an intuitive document management system that helps clients organize and track their financial documents. 
 In addition to uploading documents, clients can also easily contact their team at Prism through the app. Whether it's a question about their accounts or just a quick check-in, clients can quickly and easily contact their Prism team via email. The app also provides clients with easy access to their Prism team's contact information, so they can reach out at any time. 
 Overall, the new client portal offers a simple, convenient, and user-friendly way for clients to view their finances on-the-go. Whether they're at home, at work, or on-the-go, clients can view their accounts and stay connected to their team at Prism.. and make informed decisions about their financial future.


## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-03-12

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-16

- 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

### 5.6.6 — 2024-02-21

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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## Related topics

[prism enterprises](https://appshunter.io/ios/topics/prism-enterprises)

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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 2026-01-16.*