With Prisma PM, we are strategically expanding the Prisma product family with capabilities that further integrate the investment process and enhance the day-to-day efficiency of portfolio managers. Our goal is to help clients make faster decisions and stay even closer to the market. The development and market launch of Prisma PM were strategically guided and driven by Product Owner Stefan Zimmermann together with Roger Wildi, CEO of Profidata, and Oliver Dotzauer, Member of the Executive Management Board.

“Portfolio managers today need far more than just analysis tools,” says Stefan Zimmermann. “They want to derive decisions directly from their analyses, simulate potential outcomes and translate them into actionable orders. That is exactly what Prisma PM was designed to achieve.”

From analysis to implementation 

In many organisations, analysis, portfolio adjustments and order management are still spread across multiple systems. This often results in fragmented workflows, increased coordination efforts and slower decision-making. Prisma PM takes a different approach: it brings analysis, decision-making and execution together in a single environment. Portfolio managers work directly on their actual holdings rather than on replicated data models or externally consolidated datasets. This ensures consistent data throughout the entire investment process.

Prisma PM is particularly well suited to organisations managing large portfolio structures and high volumes of mandates. The solution has been specifically designed to efficiently manage complex portfolio landscapes and support rebalancing processes across large numbers of portfolios. In doing so, Prisma PM provides the foundation for scalable portfolio management in an increasingly dynamic market environment.

Prisma PM combines the existing functions of Prisma Analysis and Prisma Order into a single platform and expands them with new capabilities. Our customers benefit from the established analysis functions of Prisma Analysis, including asset allocation, portfolio overviews, benchmark comparisons, performance analyses and performance attribution. At the same time, the well-established features of Prisma Order remain available for the capture, monitoring and management of orders. Building on this foundation, Prisma PM extends the functional scope with powerful new capabilities for active portfolio management. 

Already available today: analyses and target-actual comparisons

A key focus of Prisma PM is portfolio analysis and decision support. Portfolio managers can compare their portfolios against benchmarks, model portfolios or target allocations and gain a transparent view of asset allocations, portfolio weightings and deviations. In addition, Prisma PM supports analysis based on committed holdings and near-time market prices, enabling investment decisions to be made closer to real market conditions.

“Many investment decisions are still made based on end-of-day data,” says Stefan Zimmermann. “With Prisma PM, we provide the foundation for analysing portfolios with a much more up-to-date market view and responding more quickly to changing market conditions.”