PrizmaDesk

Family offices managing assets across multiple custodians, banks, and private holdings face a persistent data problem: no single view of total wealth. PrizmaDesk, founded in Slovenia and operating out of Luxembourg, addresses this by aggregating publicly listed securities, private equity, real estate, collectables, and digital assets into one platform. The founding team includes alumni of Cisco Systems, ThousandEyes, Bitstamp, and Deloitte, which explains the product's emphasis on data integrity over aesthetic simplicity.

For a family office, the practical workflow looks like this: the investment team connects custodian feeds, private asset records, and market data providers, and the platform consolidates everything automatically. The CIO and asset managers monitor real-time performance, exposure, and cashflow projections, while the ultimate beneficial owner receives a transparent, read-only view of the entire portfolio. PrizmaDesk specifically addresses the UBO transparency problem that multi-custodian family offices encounter when principals cannot verify what is being traded on their behalf.

Key capabilities include:

• Automated data aggregation from up to six custodian integrations (additional integrations available at extra cost)
• Performance tracking, allocation and exposure analysis, cost analysis, and cashflow and liquidity projections
• Tailored report generation shareable within the family
• Real-time alerts and mobile access across devices
• White-label option for asset managers and private banks serving multiple clients

Pricing is AUM-based with no published rate card, which requires a direct conversation before budgeting. The base subscription includes all platform modules, no user or transaction limits, and a three-month free trial. Firms with complex custodian relationships or requiring custom report templates will incur additional costs. PrizmaDesk suits small to mid-sized family offices that need consolidated visibility but may not yet require a full enterprise-grade reporting infrastructure.

• Aggregate investment data across multiple custodians and asset types
• Track real-time portfolio performance and asset allocation
• Generate tailored reports for family members and beneficial owners
• Monitor cashflow and liquidity projections
• Provide UBO-level transparency over asset manager activity
• Manage and monitor private assets alongside listed investments

• Multi-custodian data aggregation (up to six integrations in base plan)
• Real-time performance tracking
• Allocation and exposure analysis
• Cost analysis
• Cashflow and liquidity projections
• Real-time alerts
• Custom and tailored report generation
• White-label option
• Mobile access
• Complimentary investment fees audit included in subscription

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Investment Teams.

Dedicated Customer Success Manager included in subscription; email support at [email protected] for existing clients