Your wealth at a glance

A comprehensive portfolio management solution that keeps wealth owners and asset managers in control

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Holistic approach to your wealth

All Your Assets in One Place

PrizmaDesk provides you with a crystal-clear understanding of where your wealth is and where it's headed.

Who do we serve?

Family Offices

Gain a complete overview of your performance and asset allocation while offering full transparency to the ultimate beneficiary owner.

Solution for Family Offices

High-Net-Worth Individuals

Use the right tool for the job. Take manual guesswork out of the equation - know exactly where you stand with your portfolio and what risks you are exposed to.

Solution for HNWIs

Asset Management Firms

Tracking a single portfolio can be challenging on its own, let alone a hundred. Minimize errors from manual data entry and provide clients with a seamless digital experience they've become accustomed to.

Private Banks

Your clients likely invest with multiple banks. Be the one bank where they can effortlessly monitor their entire consolidated portfolio on a single dashboard.

A platform for managing even
the most complex portfolios

Streamline Operations

Our platform automatically aggregates data from multiple custodians and exchanges, providing you with reliable, up-to-date data you can trust. Manual data entry, inaccurate data consolidation and time-consuming reports are all things of the past.

Make Informed Decisions

PrizmaDesk's intuitive and user-friendly dashboard makes it easy to access and interpret portfolio analytics, empowering you to make well-informed investment decisions and execute your investment strategies effectively.

Increase Transparency

PrizmaDesk enhances transparency across your organization by centralizing all types of assets within a unified dashboard, facilitating seamless communication and collaboration among stakeholders.

Manage Risk and Optimize Costs

PrizmaDesk simplifies the process of ensuring that your portfolios align with your investment strategies and risk tolerance. Moreover, the platform offers complete transparency regarding both bank and exchange fees, making it effortless to analyze and benchmark the fees you've paid.

Benefit from Customized Reports

Tailor the report to include data that's most relevant to you and your clients' needs. Moreover, PrizmaDesk offers the ability to create white-label reports that align with your own corporate identity.

Partnerships

We are Built on Partnerships

We highly value our clients and view our relationship as a partnership. We are committed to providing the support and solutions you need to achieve your financial goals.

Meet The Team

DATA SECURITY

Your Data is Protected

Information security is a key element of our wealth analytics platform. We employ an array of cutting-edge security measures to safeguard the confidential and sensitive financial information of our esteemed clients.

Explore Security

Our Latest Blog

Discover how PrizmaDesk's Cost Analysis Tool Can Save up to 1% of your total AUM

In the fast-paced world of trading, the true cost of each transaction often remains shrouded in complexity. Those seemingly small fees per trade can quickly snowball into substantial annual expenses.

Read Blog

Join the Investors who
use our platform

PrizmaDesk is beneficial not only for me as an asset manager but also for the entire family office. It transformed the way we operate and streamlined our daily routine. Now I have more time to devote exclusively to trading and the owners have a complete overview of our portfolio.

J. P. Steichen

Chief Investment Officer, White Whale Capital

PrizmaDesk has been a game-changer for my wealth-management journey. It offers complete transparency, allowing me to conveniently monitor both publicly listed and my private asset, anywhere, anytime. Additionally, our advisors have been empowered with the right tools and insights, enabling them to make informed decisions that align perfectly with our investment strategy.

Investor and Family Office UBO