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Wealth Utilities

Prismm

Prismm: Powering sophisticated legacy and estate planning.

"Prismm is a comprehensive legacy planning platform designed to help advisors create and manage sophisticated estate and wealth transfer plans for high-net-worth clients. It streamlines the planning process, facilitates collaboration with legal and tax professionals, and ensures alignment with clients' long-term goals. Firms use Prismm to deliver exceptional legacy planning services, strengthen client relationships, and attract new high-value clients."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #329 in Wealth Utilities
Validated Adoption
8 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Estate tax modeling and projections
Collaborative planning tools
Document vault and management
Beneficiary management
Scenario analysis and comparison

Primary Use Cases

Estate planning for high-net-worth clients
Developing complex trust structures
Visualizing intergenerational wealth transfer scenarios

Agentic Intelligence Briefing

"Prismm provides financial advisors with a robust platform for delivering comprehensive and collaborative legacy and estate planning services."

Real-time Forensic Synthesis

Competitive Strengths

Specialized legacy and estate planning capabilities
Strong visualization tools for complex scenarios
Facilitates collaboration between advisors and clients on sensitive topics

Adoption Hazards

Potentially higher learning curve due to specialized focus
May not be necessary for RIAs with simpler client needs
Pricing information is not readily available

Stack Compatibility Profile

How Prismm integrates into institutional RIA stacks.

8 Firms Analyzed
Nitrogen Wealth
75%
Stack Correlation
Riskalyze Online
63%
Stack Correlation
Morningstar Office
50%
Stack Correlation
Elements Financial Planning
50%
Stack Correlation
NDEX
50%
Stack Correlation
Google Tag Manager
50%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs and wealth management firms serving high-net-worth clients
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor (estate planning modules)
2Holistiplan (integration with tax planning)
3RightCapital (financial planning with estate planning features)

Value Proposition

"For RIAs seeking to differentiate their high-net-worth planning services, Prismm offers specialized tools to address complex legacy and estate planning needs with visual clarity."

Vendor Dossier

Prismm logoP
Prismm
prismm.com
Corporate Portal

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