Innovative Portfolio Management for UHNW & Family Offices

We are pleased to announce that Private Wealth Systems (PWS) has been named Best Fund Administration Service at the Private Asset Management Awards 2024. This recognition underscores our commitment to leading the industry in meaningful innovation in multi-asset class portfolio management and performance reporting, trusted by the largest and most sophisticated family offices, UHNWIs, private banks, and accounting firms in the world.

At PWS, we pride ourselves on developing cutting-edge technologies that revolutionize the private wealth, and fund administration segments.

• Our platform incorporates state-of-the-art Artificial Intelligence (AI) with embedded logic which simplifies and streamlines fund accounting processes. Our leadership in innovation enables us to drive mass-automation with global scale while maintaining unparalleled data accuracy, ensuring that our clients can process more data, faster, and at the lowest total cost.
• Our technology platform is “future proof” because it can quickly adjust to new instrument types, transaction codes, and calculations across the most complex investment structures.  
• Our platform is the only system that delivers real time analytics for private investments across accounting and investment performance, eliminating the broker-dealer ‘value-gap’ that effects other family office technologies enabling our clients to make better investment decisions, faster.

By setting the standard for data accuracy and scale across global private markets, we empower our clients to make informed decisions with confidence.

As part of our ongoing commitment to innovation, we are excited to announce that our upcoming release will include expanded use of the latest developments in generative AI. This enhancement will streamline the ingestion and reconciliation of data from private capital statements, further enhancing the efficiency and accuracy of our platform.

Trusted by over a thousand family offices, UHNWIs, and several of the largest private banks and accounting firms worldwide, PWS remains dedicated to leading the industry in innovation and excellence.