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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 Joins Global Elite With Wealthbriefing Wealthtech Americas Award 2023
Private Wealth Systems has been named Best Client/Consolidated Reporting Solution in the WealthTech Americas Awards for 2023.
Private Wealth Systems Recognized as Best Reporting Solution for Family Offices
Private Asset Management Awards Names Private Wealth Systems Best Reporting Solution CHARLOTTE, N.C. – February 14, 2023 – Private Wealth Systems (PWS), a multi-asset ...
Building a Better Family Office Framework for 2023
As we enter 2023, portfolio data aggregation continues to be a source of frustration for ultra-high net worth individuals (UHNW) and family offices. Continued market ...
The UHNW Portfolio Management Technology Comparison Checklist
The nature of private investments – like hedge funds, private equity, real estate, real assets and other alternatives – makes managing ultra-high net worth (UHNW) ...
UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards CHARLOTTE, N.C. – January 10, 2023 ...
UHNW Portfolio Management Pet Peeve of the Day: Inaccurate Performance Calculations
Calculating performance based on daily return is the most accurate way to report on an ultra-high net worth (UHNW) portfolio. However, many portfolio management systems ...
3 Reasons Tech-Savvy UHNW Investors are Ditching the Status Quo
If you are an ultra-high net worth (UHNW) investor or a member of an UHNW family office or investment team, you face continual challenges. Evolving ...
UHNW Portfolio Management Pet Peeve of the Day: Manual Intervention to Fix Inaccuracies
If you are a member of an ultra-high net worth (UHNW) investment or operations team, how often does a wealth owner come to you asking ...
UHNW Portfolio Management Pet Peeve of the Day: Private Investments on Custodial Platforms
Whether you are an UHNW investor or a member of a family office or private bank investment team, attempting to manage private investments on a ...
UHNW Portfolio Management Pet Peeve of the Day: Lack of Investment Reconciliation
Investment reconciliation – or a lack thereof – is a common frustration among ultra-high net worth (UHNW) investors, family offices and private banks managing multi-asset ...
UHNW Portfolio Management Pet Peeve of the Day: Data Normalization Errors
How often does your portfolio operations or investment team have to manually normalize investment data? Most ultra-high net worth investors and family offices we work ...
UHNW Portfolio Management Pet Peeve of the Day: Trade Date vs. Settlement Date
One complaint we frequently hear from UHNW individuals and family offices is that most portfolio management technology platforms only report on settlement date – not ...
UHNW Portfolio Management Pet Peeve of the Day: IRR Calculation
As an ultra-high net worth investor, are you and your investment team frustrated by inaccuracies in investment portfolio data? Do you feel like you’re constantly ...
VIDEO: A Better Approach to UNHW Portfolio Management, the Private Wealth Systems Way
Curious about what makes Private Wealth Systems different than other portfolio management technology providers? Private Wealth Systems is uniquely focused on serving the ultra-high net ...
VIDEO: UHNW Portfolio Management Challenges Facing Wealth Owners
Most ultra-high net worth (UHNW) individuals want immediate access to and control over their multi-asset class investment data. They expect accurate visibility across their investment ...
VIDEO: UHNW Portfolio Management Challenges Facing Family Offices
Family office teams are already spread thin – add in market volatility and the increasingly high expectations of UHNW wealth owners and it’s clear that ...
VIDEO: UHNW Portfolio Management Challenges Facing Private Banks
Private banks, trust advisors and other firms serving ultra-high net worth individuals struggle with getting a complete, accurate picture of a multi-asset class investment portfolio. ...
Solving The UHNW Portfolio Management Dilemma
Imagine having investment data you can trust, delivered fast enough to still be relevant for informing investment decisions. This seemingly straightforward scenario is often unattainable ...
VIDEO: What makes UHNW portfolio management so challenging?
Multiple asset types, varying reporting timelines and different data sources makes aggregating, validating and reporting on UHNW portfolios a challenging task for small teams. We ...
Imagine a Single Source of Truth for UHNW Investment Data
There is a growing realization among ultra-high net worth individuals and family offices that when it comes to managing and viewing complex, multi-asset class investment ...
4 Pillars of Ultra-High Net Worth Portfolio Management
Legacy portfolio management techniques are flawed. Ultra-high net worth (UHNW) individuals, family offices and private banks are becoming increasingly frustrated by the considerable amount of ...
Market Volatility – 4 Ways Better Portfolio Reporting Technology Can Help
Sharp, unpredictable market changes and the potential of a looming recession have ultra-high net worth (UHNW) investors and advisors on their toes. Inflation is widespread, ...
The Ultra-High Net Worth Portfolio Challenge
Ultra-high net worth portfolios are large and complex, containing multiple asset types and currencies. Investment data is delivered in different formats at different times, making ...
Private Wealth Systems Recognized for Excellence in Portfolio Management and Consolidated Reporting
CHARLOTTE, N.C. – May 12, 2022 – Private Wealth Systems, a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) ...
Portfolio Reporting Accuracy in the Age of High-Dimensional Big Data
By Craig Pearson, CFA – CEO of Private Wealth Systems Portfolio reporting accuracy for family offices and ultra-high net worth (UHNW) individuals is a significant ...
Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform
Explosive growth driven by need for data accuracy and personalization, as well as demand for greater financial control among ultra-high net worth individuals Charlotte, NC/ ...
Top Reasons Why Your Data Is Failing You
Analyzing and managing sophisticated investment portfolios for high net worth investors requires data. One of the greatest challenges for the financial services industry is capturing, ...
The Keys To Choosing Family Office Technology in 2020
Managing complex wealth has significantly evolved over the last twenty years. But many family offices and investment managers have yet to take advantage of new ...
Private Wealth Systems Selected as a Finalist for Global FinTech Challenge
Selection was based on Private Wealth Systems’ revolutionary approach to eliminating friction of information and action across private finance CHARLOTTE, N.C., Jan. 8, 2020 – ...
Private Wealth Systems Adds New In-Focus Feature to its Portfolio Management and Reporting Platform
New drag-and-drop technology allows for stand-alone risk and return analysis of any entity, asset class, sector, country, manager or custom grouping Charlotte, NC – September ...
Private Client Resources and Private Wealth Systems Partner to Expand UHNW Offerings
Partnership will Provide UHNW Advisors and Families Actionable Insights by Combining Great Data with Great Tools. NEW YORK — August 19, 2019 — Private Client Resources ...
Family Office Endowment Selects Private Wealth Systems to Replace Legacy Institutional Investment Software Platform
Data accuracy, speed, and report design were key drivers in the decision to replace the legacy platform. Charlotte, N.C. – May 2019 Private Wealth Systems, ...
Private Wealth Systems Adds General Ledger and Bill Pay Solution to its Digital Ecosystem for Family Offices
CHARLOTTE, N.C., March 19, 2019 /PRNewswire/ — Private Wealth Systems, Inc. — a global financial technology company that provides investment intelligence and active oversight to family offices ...
Private Wealth Systems Launches Industry-First Digital Ecosystem for Family Offices, Selects Tapestry as First Partner
CHARLOTTE, N.C., Nov. 1, 2018 /PRNewswire/ — Private Wealth Systems, Inc. – an innovator in delivering financial intelligence and oversight to family offices across the globe, has announced ...
Private Wealth Systems Recognized as one of the Fastest Growing Tech Companies
Family Offices Seeking Investment Oversight and Lower Operational Costs turn to Leading FinTech Company for Total Financial Control Charlotte, N.C. – Private Wealth Systems – ...
Private Wealth Systems Named “Top Financial Technology Company to Watch” by American Banker and the Bank Administration Institute
Ranking based on Private Wealth Systems’ leadership in reshaping private wealth industry CHARLOTTE, N.C. –Private Wealth Systems, Inc., a global financial technology company that provides ...
Private Wealth Systems Shortlisted for “Best Client Reporting” Award by Family Wealth Report (FWR)
Recognition based upon Private Wealth Systems’ leadership in reshaping the future of private wealth reporting. CHARLOTTE, N.C., December 1, 2016 – Private Wealth Systems, Inc., ...
Private Wealth Systems Enters EMEA with Key Client Win
Client Win Reinforces Private Wealth Systems’ Leadership Position in the Private Wealth Industry
Q&A with Craig Pearson, Co-Founder & CEO at Private Wealth Systems 2016
Q. We’d love to hear more about Private Wealth Systems and your role as co-founder and CEO? Private Wealth Systems is a global financial technology ...
Re-Defining Client Reporting
For decades client reporting was defined by its role as a back office burden with a singular purpose of meeting regulatory requirements. However, client reporting ...
Socially Responsible Investing (SRI): Reshaping Private Wealth Management
Social investing has become a universal theme, yet the practical application remains as personal as the individual. Where one investor may demand the exclusion of ...
