---
title: Performance Reporting Software | Visually Engaging Reports | PWS
description: unlock deeper insights into your portfolio with private wealth system's performance reporting. track portfolio performance and analyze asset allocation
---

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 Platform

[Performance Reporting](https://privatewealthsystems.com/private-wealth-performance-reporting/?hsLang=en) [Intelligent Aggregation](https://privatewealthsystems.com/private-wealth-account-aggregation/?hsLang=en) [Portfolio Accounting](https://privatewealthsystems.com/private-wealth-portfolio-accounting/?hsLang=en) [Portfolio Management](https://privatewealthsystems.com/private-wealth-portfolio-management/?hsLang=en) [Investor Portal](https://privatewealthsystems.com/private-wealth-investor-portal/?hsLang=en)

[Why PWS](https://privatewealthsystems.com/why-private-wealth-systems/?hsLang=en)

 Who We Serve

[Ultra High Net Worth](https://privatewealthsystems.com/uhnw-personal-financial-management/?hsLang=en) [Family Offices](https://privatewealthsystems.com/family-office-portfolio-management/?hsLang=en) [Registered Investment Advisor](https://privatewealthsystems.com/investment-advisors-performance-reporting/?hsLang=en) [Endowments & Foundations](https://privatewealthsystems.com/performance-reporting-endowments-foundations-pensions/?hsLang=en) [Investment Consultants](https://privatewealthsystems.com/portfolio-management-for-institutional-consultants/?hsLang=en)

 About Us

[Our Company](https://privatewealthsystems.com/company/?hsLang=en) [Insights](https://privatewealthsystems.com/private-wealth-systems-blog?hsLang=en) [Careers](https://privatewealthsystems.com/jobs/?hsLang=en)

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 Platform +

[Platform Overview](https://privatewealthsystems.com/portfolio-management-technology-platform/?hsLang=en) [Performance Reporting](https://privatewealthsystems.com/private-wealth-performance-reporting/?hsLang=en) [Intelligent Aggregation](https://privatewealthsystems.com/portfolio-management-technology-platform/?hsLang=en) [Portfolio Accounting](https://privatewealthsystems.com/private-wealth-portfolio-accounting/?hsLang=en) [Portfolio Management](https://privatewealthsystems.com/private-wealth-portfolio-management/?hsLang=en) [Investor Portal](https://privatewealthsystems.com/private-wealth-investor-portal/?hsLang=en)

[Why PWS](https://privatewealthsystems.com/why-private-wealth-systems/?hsLang=en)

 Who We Serve +

[Ultra High Net Worth](https://privatewealthsystems.com/uhnw-personal-financial-management/?hsLang=en) [Family Offices](https://privatewealthsystems.com/family-office-portfolio-management/?hsLang=en) [Registered Investment Advisor](https://privatewealthsystems.com/investment-advisors-performance-reporting/?hsLang=en) [Endowments, Foundations & Pensions](https://privatewealthsystems.com/performance-reporting-endowments-foundations-pensions/?hsLang=en) [Investment Consultants](https://privatewealthsystems.com/portfolio-management-for-institutional-consultants/?hsLang=en)

 About Us +

[Our Company](https://privatewealthsystems.com/company/?hsLang=en) [Insights](https://privatewealthsystems.com/private-wealth-systems-blog?hsLang=en) [Careers](https://privatewealthsystems.com/jobs/?hsLang=en)

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# Performance Reporting

Ad-Hoc Report Writing and Schedule Batch Reporting   
**Puts You in Control.**

Ad-Hoc

Scheduled

Control

[Get In Touch](https://privatewealthsystems.com/contact?hsLang=en)

## 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.

[View Sample Report](https://privatewealthsystems.com/hubfs/Byrnes_Hafelfinger_Family%20Report%20Book.pdf?hsLang=en)

![Private Wealth Systems Portfolio Management Summary Dashboard](https://privatewealthsystems.com/hubfs/PWS%20Site%20Images/pws-portfolio-management-summary-standard-6.png)

> ## "The most visually engaging and design-forward reports in the industry."
> 
> CIO, Family Office

## Aggregation Across Multiple Sources

Build a single picture of wealth across all asset classes & ownership structures

![PWS Logo](https://privatewealthsystems.com/hubfs/PWS_Logo_White-Text-2.png)

Bank & Custodians

Investor Letters

Accounting Data

Private Equity Data

Market Data Providers

Managed Accounts

Accounting Exports

Allocation & Exposure

Risk Analysis

Return Contribution

What-If Analysis

IRR & Daily TWR

Performance Attribution

Liquidity Projections

 Trusted by leading family offices across 5 continents, Private Wealth Systems’ **award-winning** portfolio management and reporting platform delivers summary-to-transaction level analysis across every asset class, ownership structure, and currency for the fastest and most informed decision making to preserve wealth.

## 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.

INCORRECT Data Provider: Pershing

Security 7639 - NVIDIA CORP

Reported Ratio 100 : 1 Split

Reported Shares 40,400.00

Valuation Impact +900% Overstated

VERIFIED TRUTH PWS IBOR Correction

Security 7639 - NVIDIA CORP

Actual Ratio 10 : 1 Split

Corrected Shares 4,040.00

Valuation Impact Accurate Exposure

**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.

## Private Wealth Systems Performance Reporting Highlights

Curate your own client experiences with a platform that delivers a digital experience unlike any other.

Reporting Advantage

Platform Capability

 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.

 Our 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. This allows for real-time personalized configurations for securities, portfolios, or any custom grouping delivering truly personalized engagement at mass-scale.

 Personalize data for each stakeholder without creating multiple security masters.

 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. This allows us to maintain a single security master but with individualized classifications, whereas other systems require multiple 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, structured and formatted for your specific requirements.

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

[Get In Touch](https://privatewealthsystems.com/contact?hsLang=en)

![Autoamted Performance Reports](https://privatewealthsystems.com/hubfs/people.png)

![PWS Logo](https://privatewealthsystems.com/hubfs/PWS_Logo-Purple%20Text.png)

 The global standard in portfolio reporting and wealth analysis for the most complex family offices and institutions. 

[Contact Us](https://privatewealthsystems.com/contact?hsLang=en)

#### Platform

- [Intelligent Aggregation](https://privatewealthsystems.com/private-wealth-account-aggregation/?hsLang=en)
- [Performance Reporting](https://privatewealthsystems.com/private-wealth-performance-reporting/)
- [Portfolio Accounting](https://privatewealthsystems.com/private-wealth-portfolio-accounting/?hsLang=en)
- [Portfolio Management](https://privatewealthsystems.com/private-wealth-portfolio-management/?hsLang=en)
- [Investor Portal](https://privatewealthsystems.com/private-wealth-investor-portal/?hsLang=en)

#### Who We Serve

- [Ultra High Net Worth Individuals(UHNW)](https://privatewealthsystems.com/uhnw-personal-financial-management/?hsLang=en)
- [Family Offices](https://privatewealthsystems.com/family-office-portfolio-management/?hsLang=en)
- [Investment Advisors](https://privatewealthsystems.com/investment-advisors-performance-reporting/?hsLang=en)
- [Endowments, Foundations & Pensions](https://privatewealthsystems.com/performance-reporting-endowments-foundations-pensions/?hsLang=en)
- [Institutional Consultants](https://privatewealthsystems.com/portfolio-management-for-institutional-consultants/?hsLang=en)

#### About

- [Why PWS](https://privatewealthsystems.com/why-private-wealth-systems/?hsLang=en)
- [Company](https://privatewealthsystems.com/company/?hsLang=en)
- [Careers](https://privatewealthsystems.com/jobs/?hsLang=en)
- [Blog](https://privatewealthsystems.com/insights/?hsLang=en)
- [Contact Us](https://privatewealthsystems.com/contact?hsLang=en)

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