PRISM is a single tax-aware optimization engine, not a drawer full of point tools. The same core that prices a hundred-thousand-account direct-indexing book before the open also harvests losses, runs transitions, rebalances to an index, allocates collateral, and solves deadline-bound intraday problems — deterministically, auditably, with no per-seat solver license.
In plain English. Every workflow listed below is a version of the same daily chore: decide what to buy and sell across a great many investment accounts, obey every rule that applies to each one, and finish before a deadline. Firms usually buy a separate piece of software for each chore. This page is about doing all of them with one. Unfamiliar words? See the glossary.
Price an entire book of personalized, tax-aware accounts before the open. The flagship workflow.
Capture after-tax alpha across the book — wash-sale-aware, lot-level, benchmark-tracking.
Tax- and cost-aware re-basketing for onboarding, new money, and strategy changes.
Track the benchmark while controlling turnover, cost, and tax — across the whole book.
Post the cheapest eligible collateral across margin, repo, and lending — globally, not in silos.
Intraday drift correction and deadline-bound solves that finish before you need to act.
Inputs in, optimized trades and a deterministic audit log out. The methods are proprietary; the interface is simple.
One engine, fleet scale, deterministic.
Beyond these workflows, the same core powers real-time optimization in new domains — energy dispatch, real-time portfolio decisioning, and scaled direct indexing. Explore Applications →
A 30-day, buyer-owned matched-workload pilot on your universe, constraints, and tax rules — pass/fail metric set before we start, every losing case shown.
Request a pilot →