AWARD-WINNING
Family Office Portfolio Management & Reporting Software
Gain unmatched accuracy, flexibility, and transparency for family members
Create the streamlined and customized user experience you need
Features to help you achieve family office excellence
- Aggregation Across All Asset Classes
- Unparalleled Data Accuracy
- Portfolio Management
- Performance Reporting
- Portfolio Accounting
- Customizable Investor Portal
- Customizable Reporting Packages
- Industry-Leading Data Security
- Rigorous Information Privacy
Designed for the unique needs of complex family offices
A 100% Total View of Wealth
We provide the most complete picture of your total wealth, including public and private investments, personal holdings, and bank loans, to ensure the most informed decision making.
Unparalleled Data Accuracy
In side-by-side comparisons with competing systems we demonstrate our differentiation of data accuracy, powered by our direct data feeds and proprietary auditing algorithms, to deliver peace of mind in your analysis.
Global Operating Scale
From processing corporate action events and calculating accruals to correcting bank errors, our platform supports over 8.3 times more transaction volume per person than competing systems, delivering the lowest total cost in the industry.
Secure & Private
As a preferred partner to several of the largest private banks and accounting firms we are required to maintain the highest levels of cyber and operational security.
Powerful Yet Easy to Use
This client testimonial echoes our commitment to leading our industry in delivering client experiences unlike any other so all users, regardless of experience, can actively gain control over financial complexity.
Unlimited Flexibility
Every user can easily classify, group, and structure their data any way they want in order to view and analyze their wealth the way they want, when they want to make decisions that are personalized and relevant regardless of role.
Get a closer look at our award winning platform, delivering unparalleled accuracy.
Aggregation across multiple sources
Build a single picture of wealth across all asset classes & ownership structures
Trusted by leading family offices across 5 continents, Private Wealth Systems’ award-winning family office portfolio management and reporting platform delivers summary-to-transaction level analysis across every asset class, ownership structure, and currency for the fastest and most informed decision making to preserve wealth. As the only platform that blends the power and accuracy of a multi-asset investment accounting ledger with the total flexibility of a portfolio reporting platform, we have earned our reputation for excellence in delivering the trusted view for sophisticated investment portfolios with the security, speed, and accuracy you demand.
"It has everything from a reporting standpoint that you would ever need. We can perform analytics, review and change allocations and asset classes. Their platform delivers growth potential with minimal investment."
- Family Office Executive
More than just software. Think of us as your Back Office.
You deserve a partner who not only understands the complexity of managing substantial wealth but also takes the heavy lifting off your plate. We’re committed to being the backbone of the world’s leading family offices, handling everything from daily reconciliation to in-depth research and issue resolution. With over two decades of experience working with the leading family offices around the world, we’ve mastered the art of scaling operations without the need for massive teams, ensuring you receive unparalleled support and innovation that no one else can offer. You focus on growth—we’ll handle the rest.
- We oversee aggregation
- We handle daily reconciliation for you
- Our system flags bank feed issues for our team to correct
- Our team verifies and corrects issues before they reach your reports
- Our system's unique data model allows our small, highly-experienced team to do the work of larger, expensive support teams required by larger competing platforms
