AWARD WINNING
Family Office Portfolio Management & Reporting
Family Office Portfolio Management & Reporting
Uniquely Designed to Meet the Exacting Needs of the Most Sophisticated Investors in the World
Your trusted single source of truth for 100% of your total wealth
AGGREGATION
RECONCILIATION
ACCOUNTING
CONSOLIDATED REPORTING
PORTFOLIO MANAGEMENT
Get a closer look at our award winning platform, delivering unparalleled accuracy.
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.
A Consolidated View Across All Asset Classes & Ownership Structures
EQUITIES
PRIVATE EQUITY
FIXED INCOME
HEDGE FUNDS
REAL ESTATE
VENTURE
LOANS
ART & COLLECTIBLES
What are family offices saying about us?
It has everything from a reporting standpoint that you would ever need.
It saves time through direct feeds from banks/funds.
We can perform analytics, review and change allocations and asset classes.
Their platform delivers growth potential with minimal investment.
It allows us to monitor and comply with industry rules and regulations.
All of our data is in one place, with easy access; it’s much more efficient.
Their focus is on the needs of a family office.
We liked their first-hand knowledge, thoroughness. They asked the right questions.
Designed for the Unique Needs of Complex Family Offices
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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.
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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.
