Verticals
One platform. Five kinds of shop.
PrismAMS starts with one shared core: clients, contacts, communications, accounting, AI and the API. Each vertical adds its own modules on top. Pick your industry and see what shows up on your screen.
Pipeline and people
CRM
The CRM every PrismAMS tenant runs on. Leads, opportunities, cadences, a drag-and-drop pipeline and AI-drafted email, on the same client record as everything else.
Agencies, MGAs, wholesalers
Insurance AMS
The full agency management system: clients, policies, carriers, commissions, claims, certificates and trust accounting, built by people who ran an agency on the old ones.
RIAs, wealth advisors, planners
Wealth & Finance
Households, accounts, AUM, performance, planning workflows, AI meeting notes, and model trading with basis-point billing so the platform fee stays in the firm.
State + national associations
Professional Association Management
Memberships, dues, chapters, events, CE tracking, benefits and a self-serve member portal, in one system instead of a spreadsheet and an email tool.
HR consultants, fractional people ops
HR & People Ops
A full HR platform for firms that run HR for many client companies: directory, onboarding, leave, reviews, hiring, benefits, scheduling, wage-and-hour compliant timesheets, and each client walled off from the rest.