Technology uniquely designed for UHNW portfolio management.
UHNW portfolios are large and complex...
With multiple asset types, varying reporting timelines and different data sources. Leaving you with no holistic picture of liquidity and risk and limiting time spent on high-value investment analysis and portfolio management.
Private Wealth Systems provides a cloud-based technology platform to streamline UHNW portfolio management.
Aggregate
Seamlessly collect, aggregate and normalize investment data from multiple sources.
Validate
Ensure pinpoint data accuracy with near real-time data reconciliation and validation
Report
Gain faster insights through interactive dashboards and quickly generate reports for wealth owners and stakeholders.
Evolve
Spend less time on administrative tasks and more time on strategic investment analysis, portfolio evolution and growth.
Our latest insights:
3 Reasons Tech-Savvy UHNW Investors are Ditching the Status Quo
If you are an ultra-high net worth (UHNW) investor or a member of an UHNW family office or investment team, you face continual challenges. Evolving …
UHNW Portfolio Management Pet Peeve of the Day: Manual Intervention to Fix Inaccuracies
If you are a member of an ultra-high net worth (UHNW) investment or operations team, how often does a wealth owner come to you asking …
UHNW Portfolio Management Pet Peeve of the Day: Private Investments on Custodial Platforms
Whether you are an UHNW investor or a member of a family office or private bank investment team, attempting to manage private investments on a …
UHNW Portfolio Management Pet Peeve of the Day: Lack of Investment Reconciliation
Investment reconciliation – or a lack thereof – is a common frustration among ultra-high net worth (UHNW) investors, family offices and private banks managing multi-asset …
UHNW Portfolio Management Pet Peeve of the Day: Data Normalization Errors
How often does your portfolio operations or investment team have to manually normalize investment data? Most ultra-high net worth investors and family offices we work …
UHNW Portfolio Management Pet Peeve of the Day: Trade Date vs. Settlement Date
One complaint we frequently hear from UHNW individuals and family offices is that most portfolio management technology platforms only report on settlement date – not …
