Key Features and Benefits

Managing DB assets is time consuming and resource intensive. Activities can range from portfolio management to operational, governing endeavers. PRISM's integrated platform can help streamline and automate these activities.

• Analytics: analyze and monitor the portfolio at multiple levels; perform risk/return analysis, create custom benchmarks and profiles for each strategy.
• Reports: select from an array of canned reports or create custom reports for investment committees, management, vendors or auditors.
• Data and Document Management: house returns and portfolio data for easy use across the various modules, including analytics, reports and governance. Store documents electronically with easy retrieval and restricted access at the document level.
• CRM and Pipeline Management: easy access across all users to contact information, documents and tasks. Transparent due diligence tracking and monitoring to ensure all processes have been followed.
• Governance: utilize compliance dash boards to simply and automate governing activities.