Broker

PrismaLife

Broker portal

PrismaLife

Broker portal

Succeeding Together – Why work with us

Tailor-made Product Solutions: Profit from flexible, market-driven pricing aligned with your customers’ requirements.
Dedicated Expert Guidance: Real partnership is our priority – our experienced team provides personal support for your specific requirements.
Digital Back Office: Efficient online portfolio management and digital document management save you valuable time
Intuitive Quoting Software: Create professional quotes in an instant and finalize them directly online – for a seamless and efficient advisory process.
Extensive Fund Selection: Use our “Prisma FundFinder” to choose the right strategy from over 170 first-class funds together with your customer.
Responsible Investment: Your customer can take their personal sustainability preferences into account when assembling their investment portfolio – through a wide range of funds that promote environmental or social characteristics (pursuant to Art. 8 SFDR) or pursue sustainable investment objectives (pursuant to Art. 9 SFDR).
Modern Customer Portal: Provide your customers with full access to their contracts and documents at any time – for a first-class service experience.
Knowledge Advantage Included: Always stay up to date through our newsletters and practical webinars.

With the Prisma BrokersLounge, you have a central hub for everything you need in your daily business:

PrismaCalculator - Calculate quotes and submit applications quickly and effortlessly
Prisma BrokerPortal - Direct access to your client portfolios
Product Info & Forms - Always up-to-date and just a few clicks away
News, Seminars & Training - ensuring you are well-informed and perfectly prepared