Private Wealth Systems Adds New In-Focus Feature to its Portfolio Management and Reporting Platform

New drag-and-drop technology allows for stand-alone risk and return analysis of any entity, asset class, sector, country, manager or custom grouping

Charlotte, NC – September 26, 2019 Private Wealth Systems, Inc. a global financial technology company that provides software and services to the financial services industry today announced another product enhancement to its consolidated investment reporting platform for family offices and global asset managers. Now portfolio managers, accountants, and ultra-high net worth individuals (UHNWI) have greater control and interaction across complex data sets. 

The company’s private cloud multi-asset, multi-bank, multi-currency consolidated investment reporting platform provides transaction-level account aggregation across all asset classes—equities, fixed income, derivatives, private equity, hedge funds, real estate, direct investments, and collectibles—as well as data reconciliation, portfolio accounting, security-to-summary level performance calculation, portfolio management, investment reporting, and a secure client portal.

​The In-Focus enhancement empowers those who manage complex wealth with the ability to easily and instantly highlight any specific category for more in-depth analysis and reporting.

  • With a simple drag-and-drop, a user with multiple entities can isolate a single entity to understand what investments and which managers are driving risk, return, income, expense, gains or losses.
  • Users can easily change views with a single click to evaluate different themes, strategies, asset classes, sectors, countries or any custom grouping for personalized control.

Private Wealth Systems’ unique data model allows the company to quickly introduce new features to improve the efficiencies and effectiveness of those who manage ultra-high-net worth investment portfolios. 

Craig Pearson, CEO of Private Wealth Systems, said, “In the coming months we will release several additional product enhancements that are in line with our founding mission of empowering those who manage complex wealth with the tools and intelligence to gain greater control over the real drivers of risk, return, income, and expense regardless of asset class, manager, ownership structure or global jurisdiction.”

About Private Wealth Systems, Inc.

Private Wealth Systems is a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. With clients in North and South America, Western Europe and the Middle East, the company’s award-winning private cloud software provides multi-asset, multi-bank, multi-currency account aggregation, data reconciliation, performance calculation, portfolio accounting, portfolio management, and investment reporting to family offices, private banks, and institutional asset managers, delivering instant access and understanding of the drivers of risk and return across the most complex investment portfolios.  For more information, visit or call US +1 980 500-3000.

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