Investment Advisor Performance Reporting Platform
Elevating the Investor-Advisor Experience With Mass-Personalization at a Global Scale
Curate Personalized Client Experiences
Automation and Scalability to Grow,
Customizability and Flexibility to Demonstrate Your Differentiation
Investment Advisor Performance Reporting Flexibility
Our Investment Advisor Performance Reporting platform provides advisors with summary to transaction level views regardless of complexity, investment type, ownership structure or global jurisdiction. Our consolidated reporting approach empowers your operation from end-to-end, including:
Account Aggregation
We built and maintain our own library of direct, trade-date, connections to banks across the Americas, EMEA and now Asia.
Reconciliation
Bank feeds average an 18% error rate per day. Our system captures and corrects data that other systems cannot. Our reconciliation, including corporate action processing, is global (one-and-done) delivering operating scale that remains unmatched.
Performance Calculation
Our transaction-based platform allows for true daily time weighted and IRR performance for better analytics and decision making. Errors in performance can lead to regulatory and reputational risk.
We Have Proven
Each individual user can classify, group, structure, and format their data any way they want. True limitless flexibility in order to analyze and manage sophisticated wealth on personalized terms.
Custom Report Builder
Our integrated custom report builder empowers users to design high-impact digital and PDF reports through an intuitive drag-and-drop interface. By leveraging a comprehensive library of widgets—ranging from risk and return to policy drift and fee analysis—you can fully personalize every element by defining specific data groupings, models, and time series. This flexibility allows for the seamless creation and auto-scheduling of sophisticated investment packages, delivering massive operational scale while ensuring every client receives a tailored analytical experience.
White-Label Platform
Our platform doubles as your firm’s own proprietary tech stack. As an RIA, you can fully white-label the reporting experience, replacing our branding with your own logos, color palettes, and custom themes across both digital dashboards and PDF exports. By providing a seamless, professional interface that mirrors your firm’s identity, you reinforce client trust and deliver a high-touch, institutional-grade experience that keeps your brand front and center.
Data Correction in Action
Our IBOR (Investment Book of Records) systemically identifies and remediates custodial errors. In June 2024, Pershing reported NVIDIA's 10-for-1 split as 100-for-1. PWS automatically detected the 10x discrepancy, protecting the client from gross valuation inaccuracies.
The Outcome: Without this correction, the client's exposure and performance metrics would have been compromised. PWS ensures that Systemic Excellence translates directly into Data Certainty.
Don't settle for wealth management technology designed for the masses.
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