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.
At PrizmaDesk, we've made it our mission to unravel the mystery of trading costs. Our focus extends beyond the cost per trade; we delve deep into the intricacies of fees, breaking them down by custodian, asset class, and trade type. With minimal effort, our users gain a comprehensive view of their costs, and with PrizmaDesk's powerful tools, we're confident that we can help you uncover significant savings, allowing the system to pay for itself!
Insights at Your Fingertips
Our intuitive PrizmaDesk app platform empowers users to analyze their costs effortlessly. Through a user-friendly dashboard, clients can gain a complete overview of their costs over a selected period.
Costs are meticulously segmented by custodian, asset class, and transaction type, providing a clear picture of where your money is going. Easily compare your actual costs to your fee arrangements and detect potential savings opportunities. Dive deeper into charges at the transactional level, unveiling possible overcharges by banks on specific transactions.
Empowering Users with Real-Time Alerts
PrizmaDesk doesn’t just stop at providing insights; our platform is equipped with a cutting-edge alert system. Users can subscribe to notifications that automatically flag potential cost-saving events. Our system identifies anomalies in charges, keeping you informed of potential overcharges and any events that might trigger unnecessary fees, such as debit interests. Imagine the peace of mind our system brings, ensuring you never miss a beat, especially when it comes to your finances.
Success Story: Saved €50.000 in Investment Fees
Witness the impact of our cost analysis tool through a real success story. One of our clients, by simply utilizing our cost tracking tool, saved almost 30K EUR in fees in 2023. Our expert team further advised them on optimizing their trading strategies, resulting in an additional possible 20K EUR in savings. In total, this would add up to a staggering 50K EUR in savings in just one year!
The PrizmaDesk expert team is conducting in-depth analyses on a daily basis to identify areas for optimization. We don't just stop at insights; we guide you on which products to trade with which custodian, negotiating better deals and bringing down costs even further. Our commitment is not just about providing a tool but fostering a partnership that significantly impacts your bottom line.
Join PrizmaDesk Today and Let Your Savings Soar
PrizmaDesk transforms the way you perceive trading costs. Our platform doesn't just pay for itself, it unlocks hidden savings, ensuring that every penny is spent wisely. The potential to save up to 1% of your total AUM in fees underscores the profitability that can be unlocked by leveraging our platform. Join PrizmaDesk today and witness the transformation of your trading experience.
Complementary Fees Audit
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About PrizmaDesk
PrizmaDesk is a wealth analytics platform that provides a full-picture view of your entire investment portfolio. With PrizmaDesk, you get a single source of accurate, up-to-date investment data, empowering you with total control, transparency, and peace of mind.
Discover how PrizmaDesk can assist in safeguarding your family office for the future. Request demo access or schedule a conversation with one of our wealth technology experts to join the community of clients who have harnessed the complete potential of their wealth today.
