September 2022

Most ultra-high net worth (UHNW) individuals want immediate access to and control over their multi-asset class investment data. They expect accurate visibility across their investment portfolio at a high-level, but also want the ability to drill into portfolio information down to the asset class and transaction levels – without having to learn how to use […]

Multiple asset types, varying reporting timelines and different data sources makes aggregating, validating and reporting on UHNW portfolios a challenging task for small teams. We sat down with Craig Pearson, CEO of Private Wealth Systems, to understand the biggest challenges plaguing investment teams and why Private Wealth Systems was built to address these pain points.