PLATFORM

Our Platform

Platform Overview

Award-winning portfolio management and reporting software

Performance Reporting

Ad-hoc report writing and scheduled batch reporting puts you in control

Intelligent Aggregation

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

Portfolio Accounting

The perfect blend of accounting data integrity and reporting flexibility

Portfolio Management

A consolidated view across all asset classes & ownership structures

Investor Portal

Curate your own client experiences

Custom Report Writer

The perfect blend of accounting data integrity and reporting flexibility
WHY PWS
WHO WE SERVE

WHO WE SERVE

Ultra High Net Worth (UHNW)

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

Family Offices

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

Registered Investment Advisors

Elevating the investor-advisor experience with mass-personalization at a global scale

Endowments, Foundations, & Pensions

Empowering endowments, foundations, & pensions with unparalleled accuracy, transparency, and decision-support

Institutional Consultants

Transform your clients' experience with unparalleled portfolio insight and transparency
ABOUT

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Our Company

Our team’s experience has enabled us to design a platform that is truly best in class

Insights

Explore our industry insights and resources

Awards

We are honored to be recognized for our commitment and dedication to revolutionizing how private wealth is analyzed, reported, and managed

Careers

What makes Private Wealth Systems different? Everything!

August 2022

Imagine a Single Source of Truth for UHNW Investment Data

Leave a Comment / Articles, Blog / By Craig Pearson

There is a growing realization among ultra-high net worth individuals and family offices that when it comes to managing and viewing complex, multi-asset class investment portfolios, the view is flawed. If you were asked today to pull together a single source of truth for all of your investments, including alternative investments like hedge funds, private […]

Imagine a Single Source of Truth for UHNW Investment Data Read More »

4 Pillars of Ultra-High Net Worth Portfolio Management

Leave a Comment / Blog / By Craig Pearson

Legacy portfolio management techniques are flawed. Ultra-high net worth (UHNW) individuals, family offices and private banks are becoming increasingly frustrated by the considerable amount of time and effort it takes to pull together a single, holistic view of a multi-asset class portfolio – especially when it comes to alternative investments. With multiple asset types, varying

4 Pillars of Ultra-High Net Worth Portfolio Management Read More »

Private Wealth Systems is a comprehensive, award-winning portfolio management and reporting solution that provides unparalleled accuracy, transparency, and real-time insight across all asset classes for sophisticated investors.

PLATFORM

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August 2022

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