Private Wealth Systems
Private Wealth Systems provides a comprehensive portfolio management and reporting platform tailored for ultra-high net worth individuals and sophisticated family offices, featuring a wide range of services and an award-winning data model.
Services
Private Wealth Systems offers a sophisticated portfolio management and reporting platform designed for ultra-high net worth individuals and family offices. Key services include account aggregation, portfolio accounting, performance reporting, and investor portal solutions. These services are tailored to efficiently manage complex asset classes and ownership structures across multiple currencies.
Products
Private Wealth Systems features an award-winning data model that supports diverse asset classes and multiple currencies. The platform utilizes a proprietary transaction-based investment ledger, capturing every detail of each transaction. Additionally, it offers customizable, drag-and-drop report writing capabilities and a secure, user-friendly investor portal for wealth owners and advisors.
Technology
Utilizing proprietary electronic data interfaces, Private Wealth Systems connects with major custodian banks globally. This ensures high data accuracy and security for its clients. The technology also supports comprehensive performance reporting with customizable tools, enhancing the decision-making process for wealth owners and advisors.
Target Market
Private Wealth Systems provides specialized services for family offices, registered investment advisors, and institutions such as endowments and foundations. The platform is designed to cater specifically to ultra-high net worth individuals and sophisticated family offices, offering tailored solutions that address their unique needs.