AD-HOC REPORT WRITING AND SCHEDULED BATCH REPORTING PUTS YOU IN CONTROL
Personalized, Intuitive PERFORMANCE reporting
Our award-winning performance reporting has been called the most visually engaging and design-forward in the industry. We view design as a way to communicate complex information in the most intuitive way. Design alone does not meet the industry need which is why our proprietary report builder allows each individual to see the information they want, structured, and formatted the way they want for personalized engagement.
The most visually engaging and design-forward reports in the industry.
CIO, Family Office
Private Wealth Systems PERFORMANCE REPORTING HIGHLIGHTS
Curate your own client experiences with a platform that delivers a digital experience unlike any other.
Unlimited flexibility to see the information you want grouped the way you want.
Private Wealth Systems is table-based and does not have fixed hierarchies for reporting. This allows you infinite flexibility in creating report groups that consist of any combination of accounts, entities, and holdings so each user can see the information they want, structured the way they want, classified the way they want.
Eliminate hard coded report structures with the industry's most flexible data model.
Private Wealth Systems award winning report model is unique because it dynamically builds reports based on attributes and levels, not on pre-defined hierarchies and classifications that are fixed and rigid, allowing for real-time personalized configurations for securities, accounts, entities, portfolios, managers or any custom grouping for each individual stakeholder delivering truly personalized engagement at mass-scale.
Personalize data for each stakeholder without creating multiple security masters.
Private Wealth Systems data model is a true industry-first, allowing for mass personalization with global scale. Users can create custom classifications at the individual holding level under different accounts with associated ownership IDs which allows us to maintain a single security master but with individualized classifications for each stakeholder. Other systems require multiple custom security masters which generate consistent errors.
Select from our full report library or customize any report to meet your needs.
Our report library includes templates for allocation, performance, gains / losses, derivatives, balance sheet, and dashboards. You can select from a pre-defined report or customize any report to see the information you want.