Private Wealth Systems is a global financial technology company that is unique in our focus on solving the financial industry’s structural challenges around data, scale, and security. Our team’s collective experience includes designing and building three of the leading family office investment reporting and portfolio accounting systems. We know precisely how, why, and where other systems succeed and fail. It is the lessons we have learned working with over a thousand family offices, ten of the largest global private banks, across four continents over two decades that has given us our un-fair advantage to build a system that is unmatched in solving the industry’s structural challenges. Our software and services have proven to remove the friction that burdens other legacy providers, enabling us to deliver meaningful and measurable financial intelligence to those who manage sophisticated multi-asset, multi-manager, multi-currency investment portfolios.
We are excited to be leading the industry during its inflection point, shifting the paradigm of power back to individual wealth owners so they have greater control and oversight over the management and preservation of their multi-generational wealth.