Back to Top
Prism – Clients Screenshot 0
Prism – Clients Screenshot 1
Prism – Clients Screenshot 2
Prism – Clients Screenshot 3
Free website generator for mobile apps; privacy policy, app-ads.txt support and more... AppPage.net

About Prism – Clients

Prism Planning and Solutions Group is proud to announce the launch of its new client portal, now available in Mobile App Stores. This portal provides clients with a convenient and efficient way to view their financial accounts on-the-go. The app offers a range of features to help clients feel well-cared, informed and secure and collaborate with their team at Prism

One of the key features of the app is the ability for clients to upload documents directly from their phone. This allows clients to easily share important financial information with their team at Prism.., no matter where they are. The app also offers an intuitive document management system that helps clients organize and track their financial documents.

In addition to uploading documents, clients can also easily contact their team at Prism through the app. Whether it's a question about their accounts or just a quick check-in, clients can quickly and easily contact their Prism team via email. The app also provides clients with easy access to their Prism team's contact information, so they can reach out at any time.

Overall, the new client portal offers a simple, convenient, and user-friendly way for clients to view their finances on-the-go. Whether they're at home, at work, or on-the-go, clients can view their accounts and stay connected to their team at Prism.. and make informed decisions about their financial future.

Similar Apps

Workiz

Workiz

4.1

Grow your business with the #1 Field Service Management app, trusted by...

Riser - Small Business CRM

Riser - Small Business CRM

4.2

Riser offers an all-in-one small business app that elevates your business, boosts...

Staffcloud

Staffcloud

0.0

Staffcloud keeps you up-to-date on your job assignments. Your scheduling and your...

Hostfully

Hostfully

3.8

Hostfully’s property management system (PMS) app allows you to manage the critical...

WorkHub BRAVO

WorkHub BRAVO

0.0

WorkHub BRAVO is an employee recognition and rewards program that makes recognition...