PLATFORM

Our Platform

Platform Overview

Award-winning portfolio management and reporting software

Wealth Check

A comprehensive portfolio diagnostic that scans across cash, fees, risk, allocation, and taxes to identify exactly where opportunity exists

Performance Reporting

Unlimited flexibility to see the information you want grouped the way you want

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

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

ABOUT

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!

Awards

Private Wealth Systems Named Best Multi-Asset Class Portfolio Management System in PAM 2025 Awards

Awards, News, Press Releases / By The PWS Team

Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024.

Private Wealth Systems Named Best Multi-Asset Class Portfolio Management System in PAM 2025 Awards Read More »

PWS Wins Best Fund Administration Service in Private Asset Management Awards 2024

Awards, News, Press Releases / By The PWS Team

Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024.

PWS Wins Best Fund Administration Service in Private Asset Management Awards 2024 Read More »

Private Wealth Systems Wins Prestigious 2023 Family Wealth Report Award for Best Consolidated Reporting

Awards, News, Press Releases / By The PWS Team

Private Wealth Systems has been named Best Consolidated Reporting Solution in the Family Wealth Report Awards for 2023.

Private Wealth Systems Wins Prestigious 2023 Family Wealth Report Award for Best Consolidated Reporting Read More »

Private Wealth Systems Joins Global Elite With Wealthbriefing Wealthtech Americas Award 2023

Awards, News, Press Releases / By The PWS Team

Private Wealth Systems has been named Best Client/Consolidated Reporting Solution in the WealthTech Americas Awards for 2023.

Private Wealth Systems Joins Global Elite With Wealthbriefing Wealthtech Americas Award 2023 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

WHO WE SERVE

ABOUT

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Our Platform

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Awards

PLATFORM

WHO WE SERVE

ABOUT