Client Win Reinforces Private Wealth Systems’ Leadership Position in the Private Wealth Industry

CHARLOTTE, N.C.- Private Wealth Systems, Inc., the industry-defining financial technology company that provides consolidated investment reporting to high net worth individuals, global private banks, family offices, and RIAs, today announced that its award winning consolidated wealth reporting platform has been selected by a Switzerland based family office.

“We are very excited to expand and support sophisticated investors and their advisors across EMEA.  Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”, said Craig Pearson, CEO and Co-Founder of Private Wealth Systems. “With the initial launch of our platform in January 2016 we have experienced exponential growth with clients in Canada, the United States, Latin America, and now Switzerland.  The global demand for our ground breaking technology demonstrates the deep need for a cost effective yet powerful and personalized wealth reporting platform that empowers individuals who possess or manage complex wealth with the actionable information they need to engage in the management of that wealth.”

Private Wealth Systems’ multi-asset, multi-custodial, multi-currency consolidated wealth reporting platform captures, consolidates, cleanses, calculates, and presents actionable and insightful information across even the most complex global portfolios.  The subscription-based software platform supports all accounts, across all custodians, all managers/sub-managers, all asset classes including public, private, and physical/direct investments, across all complex ownership structures including partnerships and pooled investment vehicles to drive elevated and informed decision making.  

About Private Wealth Systems, Inc. Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding over the managers and investments that drive risk and return across all of their investments, regardless of complexity, asset class, or entity structure. The company’s multi-asset, multi-custodial performance reporting platform provides account aggregation, data normalization, performance calculation, and client reporting that transcends all levels of wealth. A simple touch on your mobile device and you have absolute control and oversight over your entire wealth with reporting that is as personalized as you are. Experience the power of reporting precision.  One Touch > Total Control. 

For more information about Private Wealth Systems, visit www.privatewealthsystems.com or call US +1 980 500-3000. 

Contacts Private Wealth Systems, Inc.

Craig Pearson, 980-500-3000
cpearson@privatewealthsystems.com