fundPRISM Features and Benefits

fundPRISM is designed specifically to increase the sales productivity of asset management wholesaling teams. While the data management and predictive analytics technology that powers fundPRISM is sophisticated, the user experience for wholesalers and their managers is simple and intuitive. fundPRISM takes the guesswork out of advisor interactions, enabling wholesalers to contact the right advisor at the right time with timely and contextual messaging.

• Intuitive user interface designed for wholesalers
• Integration of the broadest array of internal and external data (e.g., advisor profiles, advisor purchase and redemption history, CRM data, website visits, advisor profiles, social media signals) 
• Proven predictive analytics for mutual fund distribution 
• Seamless integration with existing CRM systems 
• 30-day deployment timeline 
• Best-of-breed data and application security