Family Office Portfolio Management & Reporting

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

A CONSOLIDATED VIEW ACROSS ALL ASSET CLASSES & OWNERSHIP STRUCTURES

EQUITIES
PRIVATE EQUITY
FIXED INCOME
HEDGE FUNDS
REAL ESTATE
VENTURE
LOANS
ART & COLLECTIBLES

Your trusted single source of truth for 100% of your total wealth

AGGREGATION | RECONCILIATION | ACCOUNTING | CONSOLIDATED REPORTING | PORTFOLIO MANAGEMENT

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.

In a recent report by Forge Community, over 50% of SFO respondents claimed their family members were 'not able to easily access information safely and securely anywhere and at any time'. Our system was designed from day one with those goals in mind, specifically tailored to the needs of sophisticated investors.

Private Wealth Systems CEO, Craig Pearson, CFA

DESIGNED FOR THE UNIQUE NEEDS OF COMPLEX FAMILY OFFICES

A 100% Total View of Wealth
We provide the most compete 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.