Family office investment management software for private capital workflows
Prism helps family offices coordinate portfolio oversight, documents, reporting, direct investments, fund allocations, approvals and stakeholder communications.
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Family office investment management software for private capital workflows
Prism helps family offices coordinate portfolio oversight, documents, reporting, direct investments, fund allocations, approvals and stakeholder communications.
The operational reality
Family offices are managing complex, multi-asset portfolios on fragmented tools
The operational demands on family offices are unique. Managing direct investments, fund commitments, and complex entity structures across multiple generations requires a unified data layer to ensure accuracy, privacy, and seamless reporting to principals.
Aggregating fragmented asset classes
Direct equity investments, LP commitments to venture funds, real estate, and co-investments often sit in disconnected spreadsheets. Investment teams spend weeks reconciling data across different vehicles rather than analyzing true exposure and performance.
Complex entity and trust structures
Managing wealth across various trusts, holding companies, and individual family members requires meticulous mapping. Generic tools fail to accommodate these intricate ownership hierarchies and the strict privacy walls required between different branches of a family.
Reporting to principals is high-effort
Producing consolidated quarterly updates, tax-ready data, and bespoke reports for family members requires pulling data manually. The effort is highly prone to error, and distributing sensitive wealth data via email introduces severe security vulnerabilities.
How Prism addresses this
One connected environment for multi-generational wealth management
Multi-asset portfolio visibility
Prism consolidates direct company equity, LP fund commitments, and real assets into a single live environment. NAV, deployed capital, and liquidity events are maintained continuously. Sector, geography, and currency exposure are tracked in real time, giving your investment committee an immediate, holistic view of the family’s true exposure.
- Aggregated performance across all asset classes
- Direct investment and fund commitment tracking
- Sector, geography, and currency exposure analysis
- Centralized document storage for all portfolio assets
- Continuous NAV and deployed capital tracking
Strict privacy and structured governance
Privacy is paramount for family offices. Prism utilizes granular role-based access control (RBAC), allowing you to restrict what specific family members, trustees, or external advisors can see. Every document view, approval, and administrative action is recorded in Prism’s tamper-evident audit log.
- Granular access controls to isolate sensitive data
- SHA-256 hash-chained audit log of all platform actions
- Configurable multi-step approval workflows for capital deployment
- Enterprise SSO via Azure AD, Okta, and Google Workspace
- Secure collaboration with external legal and tax advisors
Principal reporting and secure portal
Report packs are generated directly from Prism’s live data, removing the manual assembly step from quarterly updates. Each family member or trustee receives access to a dedicated, branded portal scoped strictly to their permitted entities, with document watermarking and full access logging.
- Report pack generation from live portfolio data
- Entity-specific reporting for trusts and holdcos
- AI-assisted narrative drafting for performance updates
- Branded, highly secure portal for principals
- Watermarked document downloads with access tracking
Entity management and relationship CRM
Map your office’s complex hierarchy of trusts, SPVs, and holding companies. Prism’s integrated CRM and deal workflow allow your investment team to track proprietary deal flow, manage co-investments alongside other family offices, and maintain a centralized ledger of all external fund manager relationships.
- Map ownership across complex family entity structures
- Track proprietary deal flow and co-investments
- Manage external GP relationships and fund diligence
- Custom fields for family-specific tracking requirements
- Centralized KYC and legal entity documentation storage
Capital mechanics and liquidity tracking
Capital calls, direct investment fundings, distribution tracking, and liquidity events are all managed within Prism. Reconcile called and uncalled capital across your external fund commitments and track the precise inflow and outflow of capital across the family’s investment vehicles.
- Capital call tracking across all LP commitments
- Funding management for direct deals and co-investments
- Distribution history and liquidity event logging
- Reconciliation of deployed versus uncalled capital
- Cash flow pacing models across asset classes
Integrations and wealth data connectivity
Prism connects to your existing infrastructure through outbound webhooks, API key-based data ingest, and SSO integration with your identity provider. Portfolio data can be exported to seamlessly connect with external accounting tools or visualization platforms like Power BI.
- Outbound webhooks for pushing events to accounting systems
- API key-based ingest for external data enrichment
- SSO with Azure AD, Okta, and Google Workspace
- BI export for custom portfolio visualizations
- Bulk CSV import for onboarding historical wealth data
Security and compliance
Enterprise-grade security for private wealth
Family offices handle highly sensitive personal and financial data. Prism is engineered to provide banking-grade protections at every layer — from infrastructure to application to access control.
LUKS encryption at rest and in transit
All data on LUKS-encrypted volumes. TLS at Cloudflare edge and Nginx. No unencrypted connections accepted at any point.
Tamper-evident audit logs
SHA-256 hash-chained log of every action. Alteration is cryptographically detectable. Retained for seven years.
Enterprise SSO and MFA
Full OIDC SSO with Azure AD, Okta, and Google Workspace. Users inherit your corporate MFA policies throughout.
UK GDPR compliant
Data processed under UK GDPR and the Data Protection Act 2018. Full documentation at perspect.finance/security.
Common questions
Questions from family offices
Does Prism support both direct investments and external fund commitments?
Yes. Prism allows you to track both direct equity positions in private companies and LP commitments to external venture or private equity funds simultaneously. You can monitor capital calls, distributions, and unified performance metrics across the entire portfolio.
Can Prism handle complex entity and trust structures?
Yes. Prism’s flexible CRM and entity mapping tools allow you to model complex ownership hierarchies. You can assign specific assets or commitments to underlying trusts, holding companies, or individual family members, ensuring accurate accounting and reporting per entity.
How does Prism ensure privacy between different family members?
Prism utilizes strict role-based access control (RBAC). You can configure permissions so that individual principals or trustees only have access to the specific portfolios, entities, and documents relevant to their branch of the family, ensuring complete internal confidentiality.
Can we migrate our historical portfolio data from spreadsheets?
Yes. Prism includes a robust bulk CSV import tool with intelligent column mapping and field validation. This supports the migration of historical direct investments, fund commitments, transaction histories, and contact records without requiring manual data entry.
Is Prism suitable for both single and multi-family offices?
Yes. Whether you are managing the wealth of a single principal or operating a multi-family office with distinct client portfolios, Prism’s multi-tenant architecture allows you to segregate data and scale operations securely without intermingling highly sensitive records.
See how Prism works for family offices
Explore the full platform with example portfolio data, entity records, and governance workflows — no account required.
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