Find your next
big trade
Connect your accounts and with friends. Make smarter investment decisions together with professional-grade tools.
Trusted by fast-growing companies around the world
Investing Shouldn't Be This Hard
App Juggling Nightmare
Jumping between multiple brokerage apps to see your complete portfolio picture. No single view of your investments across Robinhood, Fidelity, E*TRADE, and others.
Investing in Isolation
Making investment decisions alone without peers or mentors for guidance. No way to learn from successful investors or share insights with friends.
Expensive Professional Tools
Advanced investment research and analysis tools cost hundreds of dollars per month, putting institutional-grade insights out of reach for individual investors.
The all-in-one platform for investors
Prismatic is the all-in-one platform for investors. Connect your accounts and friends. Make smarter investment decisions together with professional-grade tools.
See your complete portfolio picture across all your accounts.
Track your sales pipeline stages. Get a detailed breakdown at a glance.
Get instant insights into your business performance.
Set up campaigns to notify your customer segment.
Centralize all customer communications in one shared inbox.
Your personal operating system
Harness the power of AI to transform your business and automate almost everything with workflows.
- AI-driven insights
- Smart automation
- Adaptive workflows
- Predictive analytics
- Natural language processing
- Auto task prioritization
Vercel
AI Advisor
0%
Increased conversion
0x
Improved retention
0%
Statisfaction rate
0+
Customers in 85 countries
What people say
Prismatic has revolutionized how we manage customer relationships. Our team efficiency has improved by 75% since implementation. The automated workflows are a game-changer for tech companies.
David Zhang
VP of Sales at GlobalTech Solutions
Prismatic's customer prediction model has drastically improved our targeting strategy. We've seen a 50% increase in conversion rates! Their marketing automation features are unmatched.
Maria Rodriguez
Customer Success Director at Cloud Dynamics
As a startup, we needed a system that could scale with us. Prismatic delivers perfectly. Our sales pipeline visibility has improved tenfold. Essential tool for any growing business.
James Wilson
Head of Business Development at Velocity Inc
Prismatic has revolutionized how we manage customer relationships. Our team efficiency has improved by 75% since implementation. The automated workflows are a game-changer for tech companies.
David Zhang
VP of Sales at GlobalTech Solutions
Prismatic's customer prediction model has drastically improved our targeting strategy. We've seen a 50% increase in conversion rates! Their marketing automation features are unmatched.
Maria Rodriguez
Customer Success Director at Cloud Dynamics
As a startup, we needed a system that could scale with us. Prismatic delivers perfectly. Our sales pipeline visibility has improved tenfold. Essential tool for any growing business.
James Wilson
Head of Business Development at Velocity Inc
Prismatic has revolutionized how we manage customer relationships. Our team efficiency has improved by 75% since implementation. The automated workflows are a game-changer for tech companies.
David Zhang
VP of Sales at GlobalTech Solutions
Prismatic's customer prediction model has drastically improved our targeting strategy. We've seen a 50% increase in conversion rates! Their marketing automation features are unmatched.
Maria Rodriguez
Customer Success Director at Cloud Dynamics
As a startup, we needed a system that could scale with us. Prismatic delivers perfectly. Our sales pipeline visibility has improved tenfold. Essential tool for any growing business.
James Wilson
Head of Business Development at Velocity Inc
Prismatic has revolutionized how we manage customer relationships. Our team efficiency has improved by 75% since implementation. The automated workflows are a game-changer for tech companies.
David Zhang
VP of Sales at GlobalTech Solutions
Prismatic's customer prediction model has drastically improved our targeting strategy. We've seen a 50% increase in conversion rates! Their marketing automation features are unmatched.
Maria Rodriguez
Customer Success Director at Cloud Dynamics
As a startup, we needed a system that could scale with us. Prismatic delivers perfectly. Our sales pipeline visibility has improved tenfold. Essential tool for any growing business.
James Wilson
Head of Business Development at Velocity Inc
Prismatic's multi-language support has made managing global customers effortless. Customer communication is now seamless across all regions. Perfect for international teams.
Sarah Kim
Senior Account Executive at Digital First
Prismatic's analytics dashboard gives us unprecedented insights into customer behavior. Our customer retention has increased by 40% using their predictive analytics. Transformative for financial services.
Marcus Johnson
Sales Operations Manager at Revenue Pulse
Prismatic's integration with our existing tools has streamlined our entire operation. Customer service response times have been cut in half. The automation features are exceptional.
Priya Sharma
Chief Revenue Officer at Scale Systems
Prismatic's multi-language support has made managing global customers effortless. Customer communication is now seamless across all regions. Perfect for international teams.
Sarah Kim
Senior Account Executive at Digital First
Prismatic's analytics dashboard gives us unprecedented insights into customer behavior. Our customer retention has increased by 40% using their predictive analytics. Transformative for financial services.
Marcus Johnson
Sales Operations Manager at Revenue Pulse
Prismatic's integration with our existing tools has streamlined our entire operation. Customer service response times have been cut in half. The automation features are exceptional.
Priya Sharma
Chief Revenue Officer at Scale Systems
Prismatic's multi-language support has made managing global customers effortless. Customer communication is now seamless across all regions. Perfect for international teams.
Sarah Kim
Senior Account Executive at Digital First
Prismatic's analytics dashboard gives us unprecedented insights into customer behavior. Our customer retention has increased by 40% using their predictive analytics. Transformative for financial services.
Marcus Johnson
Sales Operations Manager at Revenue Pulse
Prismatic's integration with our existing tools has streamlined our entire operation. Customer service response times have been cut in half. The automation features are exceptional.
Priya Sharma
Chief Revenue Officer at Scale Systems
Prismatic's multi-language support has made managing global customers effortless. Customer communication is now seamless across all regions. Perfect for international teams.
Sarah Kim
Senior Account Executive at Digital First
Prismatic's analytics dashboard gives us unprecedented insights into customer behavior. Our customer retention has increased by 40% using their predictive analytics. Transformative for financial services.
Marcus Johnson
Sales Operations Manager at Revenue Pulse
Prismatic's integration with our existing tools has streamlined our entire operation. Customer service response times have been cut in half. The automation features are exceptional.
Priya Sharma
Chief Revenue Officer at Scale Systems
Prismatic's sustainability tracking features help us monitor our environmental impact. Perfect for managing eco-conscious customer relationships. Leading the way in sustainable business practices.
Miguel Santos
Account Management Director at Grow Corp
Prismatic's customer segmentation tools have transformed our marketing approach. Our targeted campaigns now see 85% higher engagement rates. Revolutionizing how we connect with customers.
Lisa Thompson
Inside Sales Manager at Quantum Enterprises
Prismatic's HIPAA-compliant features make it perfect for healthcare providers. Secure patient relationship management has never been easier. A milestone in healthcare CRM solutions.
Daniel Park
Business Operations Lead at Swift Solutions
Prismatic's sustainability tracking features help us monitor our environmental impact. Perfect for managing eco-conscious customer relationships. Leading the way in sustainable business practices.
Miguel Santos
Account Management Director at Grow Corp
Prismatic's customer segmentation tools have transformed our marketing approach. Our targeted campaigns now see 85% higher engagement rates. Revolutionizing how we connect with customers.
Lisa Thompson
Inside Sales Manager at Quantum Enterprises
Prismatic's HIPAA-compliant features make it perfect for healthcare providers. Secure patient relationship management has never been easier. A milestone in healthcare CRM solutions.
Daniel Park
Business Operations Lead at Swift Solutions
Prismatic's sustainability tracking features help us monitor our environmental impact. Perfect for managing eco-conscious customer relationships. Leading the way in sustainable business practices.
Miguel Santos
Account Management Director at Grow Corp
Prismatic's customer segmentation tools have transformed our marketing approach. Our targeted campaigns now see 85% higher engagement rates. Revolutionizing how we connect with customers.
Lisa Thompson
Inside Sales Manager at Quantum Enterprises
Prismatic's HIPAA-compliant features make it perfect for healthcare providers. Secure patient relationship management has never been easier. A milestone in healthcare CRM solutions.
Daniel Park
Business Operations Lead at Swift Solutions
Prismatic's sustainability tracking features help us monitor our environmental impact. Perfect for managing eco-conscious customer relationships. Leading the way in sustainable business practices.
Miguel Santos
Account Management Director at Grow Corp
Prismatic's customer segmentation tools have transformed our marketing approach. Our targeted campaigns now see 85% higher engagement rates. Revolutionizing how we connect with customers.
Lisa Thompson
Inside Sales Manager at Quantum Enterprises
Prismatic's HIPAA-compliant features make it perfect for healthcare providers. Secure patient relationship management has never been easier. A milestone in healthcare CRM solutions.
Daniel Park
Business Operations Lead at Swift Solutions
Prismatic's education-focused features have doubled our student engagement rates. Perfect for managing student and institution relationships. Transforming educational administration.
Emma Anderson
Director of Client Relations at Peak Partners
Prismatic's enterprise-grade security features give us complete peace of mind. The most secure CRM solution we've ever used. Setting new standards in data protection.
Robert Chen
Sales Enablement Manager at Catalyst Group
Prismatic's project management integration has streamlined our creative workflow. Client communication has never been more efficient. Perfect for creative agencies.
Maya Patel
Customer Experience Director at Apex Solutions
Prismatic's education-focused features have doubled our student engagement rates. Perfect for managing student and institution relationships. Transforming educational administration.
Emma Anderson
Director of Client Relations at Peak Partners
Prismatic's enterprise-grade security features give us complete peace of mind. The most secure CRM solution we've ever used. Setting new standards in data protection.
Robert Chen
Sales Enablement Manager at Catalyst Group
Prismatic's project management integration has streamlined our creative workflow. Client communication has never been more efficient. Perfect for creative agencies.
Maya Patel
Customer Experience Director at Apex Solutions
Prismatic's education-focused features have doubled our student engagement rates. Perfect for managing student and institution relationships. Transforming educational administration.
Emma Anderson
Director of Client Relations at Peak Partners
Prismatic's enterprise-grade security features give us complete peace of mind. The most secure CRM solution we've ever used. Setting new standards in data protection.
Robert Chen
Sales Enablement Manager at Catalyst Group
Prismatic's project management integration has streamlined our creative workflow. Client communication has never been more efficient. Perfect for creative agencies.
Maya Patel
Customer Experience Director at Apex Solutions
Prismatic's education-focused features have doubled our student engagement rates. Perfect for managing student and institution relationships. Transforming educational administration.
Emma Anderson
Director of Client Relations at Peak Partners
Prismatic's enterprise-grade security features give us complete peace of mind. The most secure CRM solution we've ever used. Setting new standards in data protection.
Robert Chen
Sales Enablement Manager at Catalyst Group
Prismatic's project management integration has streamlined our creative workflow. Client communication has never been more efficient. Perfect for creative agencies.
Maya Patel
Customer Experience Director at Apex Solutions
Prismatic's startup-friendly pricing and scalability made it an easy choice. The perfect CRM solution that grows with your business. Essential for modern startups.
Thomas O'Brien
Sales Strategy Manager at Future Dynamics
Prismatic's startup-friendly pricing and scalability made it an easy choice. The perfect CRM solution that grows with your business. Essential for modern startups.
Thomas O'Brien
Sales Strategy Manager at Future Dynamics
Prismatic's startup-friendly pricing and scalability made it an easy choice. The perfect CRM solution that grows with your business. Essential for modern startups.
Thomas O'Brien
Sales Strategy Manager at Future Dynamics
Prismatic's startup-friendly pricing and scalability made it an easy choice. The perfect CRM solution that grows with your business. Essential for modern startups.
Thomas O'Brien
Sales Strategy Manager at Future Dynamics