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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