Verticals
One platform. Four operating models.
PrismAMS ships a shared core — clients, contacts, communications, accounting, AI, API — and layers vertical-specific modules on top. Pick your industry to see how the platform shows up for you.
Pipeline + people
CRM
A modern CRM with leads, opportunities, cadences, kanban pipelines, and AI-drafted emails. The shared core every PrismAMS tenant runs on.
Agencies, MGAs, wholesalers
Insurance AMS
A full agency management system — clients, policies, carrier downloads, commissions, claims, certificates, trust accounting — without the green-screen weight.
RIAs, wealth advisors, planners
Wealth & Finance
A wealth-practice OS — households, accounts, AUM, performance, planning workflows, AI meeting notes, and a model-trading + bps-billing path that replaces your platform fees.
State + national associations
Professional Association Management
Memberships, dues, chapters, events, CE tracking, benefits, and a self-serve member portal. First-class — not bolted on.