PRISM || Ultimate Plan Sponsor Solution

Investment Analytics

Institutional investors are constantly challenged by the need to process data and information from multiple sources in order to assess risk, compliance against guidelines, perform attribution analysis, review variance from

CRM & Pipeline Management

PRISM has a built-in CRM module that provides a central location to store both manager and vendor data. Information tracked can include contacts, titles, organizational information and product information. Additionally, all activities,

Data Management

Data management, as important as it is, can be time consuming and cumbersome. Moving between databases and spreadsheets can cause frustration and errors in the data. Additionally, storing large datasets, especially in various forms

Document Management

Gone are the days where mountains of paperwork fill file rooms and cabinets in order to retain the records required to prove a prudent fiduciary process has been carried out. Although there are many systems currently available,

Process Management

PRISM offers a cutting-edge process management tool called Virtual Process Management (VPM). VPM combines the ability to assign objectives and responsibilities and monitor progression against these duties in a transparent manner. VPM

Governance

Regulations and internal requirements continually evolve and change requiring new reports, new data, new documents, additional monitoring and ultimately more transparency and control. Internal compliance with policies

Audit

Internal and external audits aid in sound governance and provide an independent review of data and operational processes. Audits, however, can be time consuming and often require the accumulation of audits can be

Reporting

Plan sponsors and institutional investors benefit from an effective reporting, analytics and information delivery strategy. This approach allows end users to review and digest large amounts of complex data in a simplified,

Operations

PRISM is like getting a second pair of hands. Or maybe eight. The operational features of PRISM centralize a diverse set of activities and tasks such as cash movement, personal trades, audit, checklists, report preparation and various

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