Prism – Clients

Are you looking for a convenient and efficient way to manage your financial accounts on-the-go? Look no further than the Prism – Clients app by Prism Planning and Solutions Group. This innovative client portal is now available in Mobile App Stores, providing you with easy access to your financial information anytime, anywhere.

Key Features:

• Upload documents directly from your phone


• Intuitive document management system


• Easy contact with your Prism team via email


• Access to your team's contact information

Benefits:

• View your finances on-the-go


• Stay connected with your Prism team


• Make informed decisions about your financial future

With Prism – Clients, you can easily share important financial information with your team at Prism, no matter where you are. The app's intuitive document management system helps you organize and track your financial documents, keeping everything in one place for easy access.

Need to get in touch with your Prism team? The app allows you to quickly and easily contact them via email, whether you have a question about your accounts or just want to check in. You'll also have easy access to your team's contact information, so you can reach out at any time.

Overall, Prism – Clients offers a simple, convenient, and user-friendly way for you to manage your finances on-the-go. Whether you're at home, at work, or on-the-go, you can view your accounts and collaborate with your team at Prism to make informed decisions about your financial future.