Monthly performance reports scoring your practice across search, maps, reviews, and competitors — including practical recommendations ranked by impact.
See our own audit — we score ourselves first.
Why financial advisors use Prism
High-net-worth prospects research extensively before the first call.
Credentialing (CFP, CFA, fiduciary) drives trust — needs to surface clearly.
Specialty alignment (retirement, estate, business owner) drives the right-client match.
Reviews and citations carry compliance constraints — but presence still matters.
One free audit. Five minutes. We score your practice and tell you exactly what to fix.