Portfolio Risk and Market Intelligence, Quantified
PRISM consolidates equity curves, sector exposures, return distributions, and risk snapshots into a single analytical dashboard. Every metric is built on the WaveTech Analytics methodology, giving advisors and active traders a measurable read of positioning, orders, and systemic risk in one view.
What PRISM Does
PRISM organizes a modular dashboard around the data advisors and active traders rely on daily: equity curves, sector exposures, return distributions, and risk snapshots. Tab navigation across Overview, Positions, Orders, Risk, Systems, vs SPY, Returns, Calculator, Suitability, and Regime Analytics keeps every quantitative read organized under one login, alongside TradeIQ and the Advize Portfolio Manager.
Equity Curves & Returns
Track performance against benchmarks such as SPY, with return distributions quantified rather than eyeballed.
Sector Exposure Mapping
Positions and orders are organized by sector exposure, giving a consolidated read of concentration across a book.
Risk & Regime Analytics
Risk snapshots and regime analytics flag systemic shifts, quantifying conditions rather than relying on discretionary judgment.
Suitability & Calculator Tools
Built-in suitability checks and calculator tools apply the WaveTech Analytics methodology to position-level decisions.
PRISM Pricing
One dashboard, two billing cadences. Both plans unlock the full PRISM feature set, with secure checkout through Stripe.
Monthly
Full PRISM dashboard access, billed every month.
- Full PRISM dashboard: Overview, Positions, Orders, Risk, Systems
- vs SPY, Returns, Calculator, Suitability, and Regime Analytics tabs
- Equity curves, sector exposures, and return distributions
- One login across PRISM, TradeIQ, and the Advize Portfolio Manager
Secure checkout through Stripe
Annual
The same full PRISM dashboard, billed once a year.
- Everything in the Monthly plan
- Equivalent to $55.58 per month, billed annually
- Priority support response
- One login across PRISM, TradeIQ, and the Advize Portfolio Manager
Secure checkout through Stripe
All plans are billed and processed by Stripe. Cancel or change your plan at any time from your account dashboard.
Bring Risk, Returns, and Exposure Into One Dashboard
PRISM is available on its own or alongside TradeIQ and the Advize Portfolio Manager, unified under a single Advize.io login.