cropped-PWLogoHorzTag.png
Search
Close this search box.

Award-Winning Portfolio Management and Reporting Software​

Award-Winning Portfolio Management and Reporting Software​

Designed Exclusively for Sophisticated Family Offices​ & UHNWI Investors

ACCOUNT AGGREGATION

Seamlessly collect, aggregate and normalize investment data from over 400 data feeds across 5 continents, capturing 3x more transactions than other aggregators.

PORTFOLIO ACCOUNTING

Our award-winning unique data model offers the advantage of having the data integrity of a general ledger accounting system with the flexibility and control of a reporting system.

PERFORMANCE REPORTING

Our award-winning reports and design enables each individual to see the information they want, structured, and formatted the way they want for personalized engagement.

PORTFOLIO MANAGEMENT

View every asset class while using our industry-first data model that allows each stakeholder to classify and structure their data any way they want for faster and more personalized analysis and decision making.

INVESTOR
PORTAL

Our secure, point-click investor portal is designed to provide simple, context-based navigation so wealth owners and advisors can easily gain oversight over the most complex global wealth.

CUSTOM REPORT WRITER

Craft tailored reports on multi-generational wealth from scratch or using our report library. Visualize, personalize, and share—exactly the way you want—to empower informed decision-making.

Private Wealth Systems Dashboard - Night Mode

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

Scroll to Top
Skip to content