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

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!

Videos

VIDEO: What makes UHNW portfolio management so challenging?

Leave a Comment / Blog, Videos / By Craig Pearson

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. […]

VIDEO: What makes UHNW portfolio management so challenging? Read More »

The Ultra-High Net Worth Portfolio Challenge

Leave a Comment / Videos / By Craig Pearson

Ultra-high net worth portfolios are large and complex, containing multiple asset types and currencies. Investment data is delivered in different formats at different times, making it difficult for UHNW individuals and family offices to get an accurate view of their portfolio. This leaves investment teams with an inaccurate view of their liquidity and risk and

The Ultra-High Net Worth Portfolio Challenge 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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