PrizmaDesk

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.

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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

Product

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
  • REITS
  • Residential
  • Venture Capital
  • Warehousing & Industrial
  • Real Estate

Whitelabel

Yes

Type Of Software

  • Serviced software
  • SAAS

Integrations

  • GDrive
  • OneDrive

Mobile App

  • Yes

Type of data

Transaction level

Accuracy

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

Custodians

8

Time to new custodian

10 days

Multi-currency

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

Rates

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

Regulated

  • 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.

Employees

  • 0-10

Founded

  • 2022

Incorporated

  • Slovenia

Locations

  • Ljubljana
  • Luxembourg

Top 5 Markets

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

Total AUM

  • 200-500M

Ownership

  • Clients are also owners
  • Owned by management

Focus

  • Single-family offices

Secondary focus

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

Jean-Pierre Steichen, CIO of WWC

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact
In person on site support

Pricing of support

Free support

Onboarding

1 month

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