PrizmaDesk is a comprehensive wealth management platform that provides a centralised repository of precise, full-picture investment data for family offices and high-net-worth individuals (HNWI).

PrizmaDesk streamlines wealth management by automatically aggregating data from multiple custodians and exchanges, providing you with reliable, up-to-date data you can trust. PrizmaDesk’s intuitive and user-friendly dashboard empowers investment professionals to make well-informed investment decisions and execute investment strategies effectively.

Have a question regarding PrizmaDesk?

Contact PrizmaDesk directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Lead Generation - Service Providers

Contact the PrizmaDesk team directly for assistance or to arrange a conversation by entering your details below.

Just a few more questions...

Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

Our mission is to simplify portfolio management, enhance transparency, and provide real-time data-driven insights that enable our clients to achieve their financial goals.
Tilen Savnik


Get an overview of what PrizmaDesk does.

Main Tasks

  • Advisors
  • Asset Managers
  • Banking Providers
  • Consolidated Reporting
  • Crypto and Blockchain Fund Manager
  • Data
  • Data Aggregation
  • Developers
  • Digital Assets and Currencies
  • Fund & External Asset Manager
  • Investment Platform
  • Investing Technology
  • Private Bank
  • Portfolio Management
  • Portfolio & Cost Analysis
  • Real Estate
  • Technology Provider

Top features

  • Custom Development Service
  • Custom Reports
  • Transparency
  • Ability to Whitelabel
  • Banking Providers
  • Full Multi-Currency Support
  • Mobile App

Assets supported

  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Commercial
  • Commodities
  • Cryptocurrencies
  • Developed Markets
  • Developing Markets
  • Digital Assets and Cryptocurrencies
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Foreign Exchange,
  • Gold & Precious Metals
  • Hedge Funds
  • Lifestyle Assets & Rare Collectibles
  • Insurance
  • Infrastructure
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments,
  • Private Equity Funds
  • Real Estate
  • Residential
  • Venture Capital
  • Warehousing & Industrial
  • Real Estate



Type Of Software

  • Serviced software
  • SAAS


  • GDrive
  • OneDrive

Mobile App

  • Yes

Type of data

Transaction level


We reconcile transactional data with holdings, we also cross check with 3rd party market data providers.



Time to new custodian

10 days


  • Based on holding/position data
  • Based on transaction data
  • Users can set multiple base currencies


  • 0.03% of AUM
  • Min 4,000 EUR
  • Max 50,000 EUR
  • Up to 6 custodians included


  • No

Cost structure

  • AUM based
  • Custodian use-based (per connected custodian)

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.


  • 0-10


  • 2022


  • Slovenia


  • Ljubljana
  • Luxembourg

Top 5 Markets

  • Luxembourg
  • Slovenia
  • United States of America
  • Switzerland
  • Germany

Total AUM

  • 200-500M


  • Clients are also owners
  • Owned by management


  • Single-family offices

Secondary focus

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks

Jean-Pierre Steichen, CIO of WWC

Request References

Support & Services

Learn what support and services you can expect

Support options

Dedicated contact
In person on site support

Pricing of support

Free support


1 month

PrizmaDesk Reviews

Sign in to read or leave reviews for PrizmaDesk

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of PrizmaDesk.

Read Reviews

We also reviewed some other Portfolio Management Providers



Portfolio Management


jay solutions

Jay Solutions

Portfolio Management


Asset Vantage

Asset Vantage

Portfolio Management

United States of America


Clarity AI

Portfolio Management

United States of America