Client Portal
Their own portal,
not a link to a file.
Invite a client to Prism and they receive their own secure login and dedicated workspace for the searches you are running together. No attachments to chase. No separate version of the survey. Just the live decision, available whenever they need it.
Confidential to each client
For their eyes only.
Each client sees the searches, locations, recommendations and files shared with their organization — and nothing belonging to another client.
Their portal stays focused on their decisions, while the advisor’s other work remains separate.
Active and completed searches
Every search shared with their organization, whether underway or already complete.
Locations and maps
Candidate properties, current status, location detail and the live search map.
Recommendations and comparisons
The advisor’s recommendations and the candidates evaluated side by side.
Documents
Flyers, floor plans and supporting property files stay with the locations they describe.
Messages
Conversation with the advisor stays attached to the search instead of disappearing into email.
Decision summaries and PDFs
Completed search summaries, the final recommendation and a PDF export whenever one is needed.
Client access is included at no additional cost on every plan.
The decision record
An archive that compounds.
When a search is complete, Prism preserves the decision — the locations considered, what advanced, what was eliminated, which site was selected and the analysis behind it.
Months or years later, the client can return to the search and see how the decision was made instead of reconstructing it from old emails, PDFs and spreadsheets.
For multi-site organizations
The next search learns
from the previous ones.
For an organization opening its tenth, fiftieth or hundredth location, past decisions matter. Prism keeps completed searches accessible so the team can see which markets were evaluated, which locations advanced, what was ruled out and why the final site was selected.
The decision history stays with the organization, even as teams and advisors change.
Considered
Every candidate evaluated, with its score, evidence and supporting material.
Shortlisted
The locations that earned deeper diligence and property tours.
Eliminated
Sites that were ruled out, preserved alongside the reason they did not advance.
Selected
The chosen location and the analysis supporting the final decision.
Your first search is on us.
Run one real search, from candidate properties to a final recommendation your client can act on.