Private Bank

Discover insights beyond your imagination

With PrizmaDesk white-label wealth management solution, private banks can position themselves as a valuable strategic ally to their clients.

A Single Source Of Truth

Consolidate All Client's 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.

White-label solution

Discover Business Benefits

Branded Client Portal

Streamlined Portfolio Management

PrizmaDesk offers a unified view of all clients's portfolios, empowering banks to make well-informed investment decisions and optimize asset allocation efficiently.

PrizmaDesk offers a unified view of all clients's portfolios, empowering banks to make well-informed investment decisions and optimize asset allocation efficiently.

Customizable Reporting

Private banks can generate customizable reports tailored to individual client preferences. These reports can include detailed performance metrics, risk analysis, and compliance reports, enhancing transparency and client communication.

Risk Management

Private banks can effectively manage and mitigate investment risks by leveraging PrizmaDesk's risk analytics. The platform provides tools to assess portfolio risk, exposure to various asset classes, and compliance with investment mandates.

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Beyond Banking Boundaries

Private Investments

We understand that client's wealth extends beyond traditional bank and investment accounts. PrizmaDesk allows clients 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 the entire client's wealth.

CONSOLIDATED REPORTING

Financial Reporting at Your Fingertips

Private banks can generate customizable reports tailored to individual client preferences. These reports can include detailed performance metrics, risk analysis, and compliance reports, enhancing transparency and client communication.

DATA PRIVACY

Data Privacy is Our Top Priority

We employ a comprehensive suite of cutting-edge security measures such as robust encryption techniques, multi-factor authentication (2FA), advanced firewalls and other security mechanisms to ensure your information is always protected.

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PRIZMADESK SUPPORT AT YOUR SERVICE

Expertise 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.

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
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.

Nejc
Investor and Family Office UBO

Elevate your Private Banking

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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