Preserve and grow wealth with confidence
PrizmaDesk provides family offices a centralized repository for managing and accessing investment data, delivering control, transparency and confidence for better informed financial decisions.
Consolidate All Family Assets in One Place
We firmly believe financial intelligence starts with data consolidation. PrizmaDesk can consolidate all types of asset classes in one place.
Publicly-Listed Investments
Stocks, Bonds, ETFs, REITs, Closed-End Funds, Cryptocurrencies, Listed Derivatives and more.
Private Investments
Real Estate, Private Equity, Loans, Collectables, and more.
Market Data Providers
Stock Prices, Option and Derivative Data, Foreign Exchange Rates, Fixed-Income Data and more.
Make More Informed Financial Decisions
Performance Tracking
The platform provides real-time performance tracking, enabling family offices to monitor the performance of all investments in one place.
The platform provides real-time performance tracking, enabling family offices to monitor the performance of all investments in one place.
Allocation & Exposure Analysis
PrizmaDesk provides valuable insights into risk exposures across various segments of your portfolio, empowering family offices to make well-informed decisions and effectively mitigate potential risks.
Cost Analysis
PrizmaDesk helps you optimize costs by providing full transparency into paid bank and exchange fees.
Cashflow & Liquidity Projections
Analyse portfolio liquidity, forecast future cash flows and assess the impact on your investments.
Real-Time Alerts
PrizmaDesk keeps you updated with real-time alerts on portfolio changes, upcoming market events, and important financial developments, ensuring you're always informed.
Private Investments
We understand that wealth extends beyond traditional bank and investment accounts. PrizmaDesk allows you to monitor any type of asset class, including private equity, real estate, collectables, office leases, and private loans - offering a single source of truth for all your wealth.
Financial Reporting at Your Fingertips
You don’t have to keep collecting, organizing, and reconciling data – instead, simply create a tailored report which fits your needs and share it within your family.
Data Privacy is Our Utmost Priority
Ensuring the utmost security and safeguarding the confidentiality of your sensitive financial and personal data is our top priority. We employ a comprehensive suite of cutting-edge security measures to ensure your information is always protected.
Explore SecurityExpertise You Can Trust
Our professional and experienced team is committed to providing you with exceptional support every step of the way. We are here to elevate your experience with the assurance that our professional team is by your side, providing unparalleled support and expertise throughout your journey.
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Contact us to set up a meeting with an advisor, try our 30-day free trial, or learn more about our offering.
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