top of page
Casual Meeting

PRISM PREPARATION

The 401k PRISM is designed to be the Portfolio Review and Investment Selection Manager.

Prism Preparation begins by collecting 20 points of data and processing that to become 76 points of data on every retail mutual fund (including classes) in America.

Data collection is on a Quarterly basis and includes Quarterly, 1 Year, 3 Year, and 5 Year data.

Ask us How
PRISM Preparation: Features
bottom of page