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Family Office Portfolio Management & Reporting Software

Gain unmatched accuracy, flexibility, and transparency for family members

Speed
Power
Control
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Intuitive Performance Reporting For Family Offices

Create the streamlined and customized user experience you need. See what you want, when you want, how you want.

Aggregation Across Multiple Sources

Build a single picture of wealth across all asset classes & ownership structures

Bank & Custodians
Investor Letters
Accounting Data
Private Equity Data
Market Data Providers
Managed Accounts
Accounting Exports
Allocation & Exposure
Risk Analysis
Return Contribution
What-If Analysis
IRR & Daily TWR
Performance Attribution
Liquidity Projections
Trusted by leading family offices across 5 continents, Private Wealth Systems’ award-winning 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.

"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 unique data model allows our small, experienced team to do the work of expensive support teams

Don't settle for wealth management technology designed for the masses.

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Autoamted Performance Reports