Triggered access & delegation
Automatically activates designated contacts and permissions upon a verified life event. Replaces manual notification with structured, compliant handoffs.
Featured product
Prismm Designate
Beneficiary designation capture built into account opening and everyday banking, kept current as lives change, with sync to the institution's core.
Every named beneficiary is a relationship with the next generation, made years before the transfer.
Core capabilities
Three capabilities that define estate infrastructure
Account transition automation
Replaces months of manual, paper-driven processes with structured digital workflows that reduce administrative burden, accelerate resolution, and create auditable compliance trails.
Intergenerational retention
Engages beneficiaries and next-of-kin before a death event occurs. Creates new account relationships and deposit retention pathways, turning estate readiness into a growth engine.
Additional platform benefits
- Life event verification engine: Validates death certificates, incapacitation documents, and legal instruments through automated, compliance-ready workflows.
- Core banking integration: Embeds at the point of account origination via core banking platforms. Estate readiness becomes part of account setup.
Comparison
How Prismm differs from everything else
| Capability | Estate planning | Vaults | Manual | Prismm |
|---|---|---|---|---|
| Embeds at account origination | ✕ | ✕ | ✕ | ✓ |
| Core banking integration | ✕ | ✕ | ✕ | ✓ |
| Life event verification | ✕ | ✕ | ✕ | ✓ |
| Triggered access | ✕ | Partial | ✕ | ✓ |
| Account transition automation | ✕ | ✕ | 6–18 mo | ✓ Weeks |
| Deposit retention at death | ✕ | ✕ | ✕ | ✓ |
| Beneficiary capture | ✕ | ✕ | ✕ | ✓ |
Product suite
A platform that grows with your institution
Prismm is not a single product, it's an infrastructure suite designed to expand as the estate orchestration category matures.
Prismm Designate
Beneficiary designation capture built into account opening and everyday banking, kept current as lives change, with sync to the institution's core. Built-in designation-gap analysis flags account holders with no beneficiary on file, so outreach goes where it matters. Every named beneficiary is a relationship with the next generation, made years before the transfer.
Prismm Anchor
A secure place for account holders to catalog everything they have: accounts, documents, property, across institutions, with controlled access for the people they've named. The full picture, organized before it's needed.
Prismm Continuity
Guided settlement workflows for the moment itself, walking staff and families through the transfer step by step, so the hardest week runs inside the institution instead of around it.
See the gap your institution is leaving open
Schedule a strategic briefing to understand the estate attrition your institution is experiencing and how to stop it.
Schedule a strategic briefing