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PROLIFIC SOLUTIONS

NEW YORK, NY · CRD 322770 · IAPD ↗ · (646) 988- 5216

$88.5MRegulatory AUM
2Advisory reps
2Employees
14Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — PROLIFIC SOLUTIONS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — PROLIFIC SOLUTIONS now reports custody of client assets ($13.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — PROLIFIC SOLUTIONS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — PROLIFIC SOLUTIONS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — PROLIFIC SOLUTIONS reported RAUM up 61% ($40.6M -> $65.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.