Prospects Overview

The Prospects section provides the advisor with an overview of their prospects, accounts, Prism Scores, Risk Tolerance Scores and Drift which is the difference between the Prism Score and the Risk Tolerance of the client.

You can add a prospect by clicking on the Add a Prospect button. Required fields are First Name, Last Name, Email.

To view a particular prospect’s accounts (if any) you can just click the drop-down arrow in the same row as the prospect.

You can also add account information and send Risk Tolerance Questionnaires right from this interface