Welcome to PRISM - Home of plan sponsor solutions

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Foundation Plans

Foundation governing boards generally must address a number of challenges and restrictions as set out by internal and external policies. Ensuring compliance with these rules and regulations can be complicated and may drain resources that could otherwise be used on the actual management of the assets.

PRISM has all of the necessary tools to assist a foundation governing board to oversee all aspects of managing foundation assets, from compliance to investment analytics. PRISM is a flexible, user friendly system that integrates reporting, due diligence, analytics, CRM, and data/document management.

Key Features

PRISM combines all of the oversight tools you need in one flexible, user friendly platform allowing fiduciaries and asset allocators to more effectively use their available resources and maximize their time to focus on the value-added activities.

  • Investment Analytics
    and Monitoring
  • CRM and
    Pipeline Tracking
  • Data and
    Document Management
  • Governance and
  • Process Management
    and Operations
  • Disaster Recovery
    Knowledge Sharing
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Allow PRISM to be your everyday operational assistant to manage all of your oversight activities. Pro-active monitoring is effective and cost efficient for meeting your oversight needs.

Through dashboards, checklists and email alerts, PRISM offers transparency through all business processes making it easy to see where the organization stands on compliance and governance.

PRISM actively reviews compliance of data and documents based on pre-determined rules. As such, PRISM automatically executes governance rules and sends notification of compliance without the need for labor intensive, manual intervention.

PRISM eliminates the need for labor intensive, manual intervention. Available resources instead can focus more on either issues that arise or on implementing processes that actively prevent or diminish the possibility of issues.

System gates help prevent duplication of data and allows for auto compliance and verification checks. Managers and vendors can enter their individual data and documents into the system via the vendor portal. This allows effortless content management and helps eliminate redundant effort and possible inaccuracies.

Managing assets can be complex and challenging. Internal and external regulations and policies have to be met while achieving specific investment outcomes. Data and documents need to be created, collected, maintained and analyzed to meet audit, due diligence and compliance needs. Managers, performance data, portfolio statistics and holdings need to be analyzed and monitored. All of these activities collectively can be resource intensive and time consuming.

PRISM offers solutions for all of these challenges in one integrated, user-friendly system. Allow PRISM to help you navigate through all of these processes in a cost-effective, efficient manner for the optimal outcome you are striving towards.