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!

Insights

All
Articles
Awards
Blog
News
Press Releases
Videos

Managing the Managers: Oversight for Family Offices

Many family offices today have access to more data than ever — yet still lack the clarity to act on it. Traditional reports may show ...

The Hidden Distortions in Family Office Performance Reporting

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was "preserving the value ...

Private Wealth Systems Named Best Multi-Asset Class Portfolio Management System in PAM 2025 Awards

Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024.

Defining “Scale” for Family Office Fintech: Transaction Volume, Not AUM.

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was "preserving the value ...

When selecting a data aggregator, choose carefully, and ask the right questions

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was "preserving the value ...

How Do UHNWI Perceive Risk?

According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was "preserving the value ...

PWS Wins Best Fund Administration Service in Private Asset Management Awards 2024

Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024.

A Financial Firewall for Bank Data Errors

In 2022, our reconciliation platform corrected over $283 million in errors from bank data feeds. This ensured our family office clients had peace of mind ...

Private Wealth Systems Wins Prestigious 2023 Family Wealth Report Award for Best Consolidated Reporting

Private Wealth Systems has been named Best Consolidated Reporting Solution in the Family Wealth Report Awards for 2023.

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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Our Platform

WHO WE SERVE

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Insights

PLATFORM

WHO WE SERVE

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