We are pleased to announce that Private Wealth Systems (PWS) has been named Best Multi-Asset Class Portfolio Management System at the Private Asset Management Awards 2025.
This recognition affirms our position as the industry leader in delivering intelligent, accurate, and flexible portfolio management solutions tailored to the needs of Ultra High Net Worth (UHNW) individuals, Family Offices, and Institutional Asset Managers.
“We are incredibly honored to receive this prestigious award, which is a testament to our relentless pursuit of innovation in data-driven insights that drive better decision-making for the most sophisticated and exacting asset managers around the world,” shared Craig Pearson, CEO of Private Wealth Systems. “Our mission has always been to empower investors, advisors, and institutions with the most sophisticated and accurate portfolio reporting possible to empower informed decision-making. This recognition reinforces our commitment to providing the highest level of service and technology to our clients worldwide.”
Setting the Standard in Multi-Asset Class Portfolio Management
PWS offers the most advanced multi-asset class portfolio management system in the market today, empowering wealth owners, advisors, and institutions with unparalleled clarity, transparency, and control. Our platform excels in:
- Intelligent Aggregation: Seamlessly collecting, aggregating, and normalizing investment data from over 400 feeds across five continents, capturing three times more transactions than other aggregators.
- Personalized Performance Reporting: Designed for complete customization, our reporting capabilities allow users to structure and format insights exactly the way they want.
- Custom Report Writing: Enabling stakeholders to craft tailored reports on multi-generational wealth using our robust report library and visualization tools.
- Industry-First Data Model: Providing the ability to classify, structure, and analyze data in ways that enable more personalized and efficient decision-making.
- Point-Click Investor Portal: Delivering a secure, intuitive navigation experience that simplifies oversight of complex global wealth.
Click here for a closer look at our platform.
PWS users are empowered with the depth, customization, and precision required to manage diverse, multi-jurisdictional investments, with the system serving as the operational backbone for family offices and providing RIAs with mass-personalization at global scale. Endowments, foundations, and pensions benefit from our unparalleled accuracy, transparency, and decision support, while institutional consultants leverage our platform for enhanced portfolio insight and data-driven guidance.
A Commitment to Excellence
Winning the PAM 2025 Award for Best Multi-Asset Class Portfolio Management System underscores our unwavering commitment to delivering the most accurate, scalable, and customizable portfolio management platform in the industry.
We extend our deepest gratitude to our clients, partners, and the PAM Awards committee for this recognition. As we move forward, PWS remains dedicated to shaping the future of private wealth management—one innovative solution at a time.
Interested in a closer look? If you are interested in advanced portfolio management solutions and would like a live demo, please contact us to schedule a time that works for your calendar. We would welcome an opportunity to show you why our solution continues to earn the trust of sophisticated investor clients worldwide.
“On behalf of the global PWS team, I would like to extend our heartfelt thanks to the PAM 2025 Awards for recognizing our efforts, and to our clients for their continued trust and support,” said Craig Pearson, CEO. “Together, we will continue to push the boundaries of what is possible.”
