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Prismatic Financial Services ERP centralizes client portfolio management, regulatory compliance workflows, document management, automated fee billing, and advisory CRMs.
Accounting, tax, and investment firms face document chaos, missed compliance filing deadlines, manual invoice creation, and unbilled advisory hours.
Prismatic ERP automates client engagement workflows — linking billable hours tracking, document vaults, regulatory filing calendars, and financial ledgers.
Purpose-built modules configured for your industry — not a generic system retrofitted to fit.
Centralized client database, engagement letters, fee agreements, and interaction logs.
Automated alerts for tax return filings, SECP annual returns, and audit milestones.
Bank-grade encrypted client document storage, version control, and e-signatures.
Log consultant billable hours, project tasks, and generate client timesheets.
Recurring retainer billing, custom fee schedules, and payment gateway sync.
Store KYC documents, PEP screening logs, and risk classification records.
Handle international client billings with multi-currency conversion ledgers.
Analyze billable realization rates, client profitability, and team utilization.
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