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!

December 2022

UHNW Portfolio Management Pet Peeve of the Day: Inaccurate Performance Calculations

Calculating performance based on daily return is the most accurate way to report on an ultra-high net worth (UHNW) portfolio. However, many portfolio management systems calculate performance based on approximation. The difference between the daily return method and the approximation method can be drastic. If you are seeing errors in your performance calculations, they will […]

UHNW Portfolio Management Pet Peeve of the Day: Inaccurate Performance Calculations Read More »

3 Reasons Tech-Savvy UHNW Investors are Ditching the Status Quo

Blog / By Craig Pearson

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 stakeholder demands, erratic market volatility, disparate systems and multiple asset classes are just some of the challenges inherent in UHNW portfolio management. Despite these challenges, UHNW investors, family offices and

3 Reasons Tech-Savvy UHNW Investors are Ditching the Status Quo 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.

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December 2022

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