We are proud to announce that Private Wealth Systems has been named Best Client/Consolidated Reporting Solution in the WealthTech Americas Awards for 2023.
Showcasing ‘best of breed’ in the Americas region, the awards have been designed to recognize outstanding organizations which have ‘demonstrated innovation and excellence during the last year’. Each of the award categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized.
Private Wealth Systems’ consolidated investment reporting platform was purpose built to meet the exacting demands of the world’s leading family offices, ultra-high net worth individuals (UHNWI), private banks, and accounting firms. Delivering a consolidated, highly accurate global picture of end-to-end wealth, the platform enables sophisticated investors and their teams to make the most informed strategic decisions possible on the full picture of their total wealth.
“This award is the result of the ongoing hard work and dedication of the entire global Private Wealth Systems team,” said CEO Craig Pearson. “From day one, our mission has been to lead the private wealth industry by solving the industry’s greatest data challenges so sophisticated investors, and their teams, can have peace of mind when analyzing and investing to preserve and build multi-generational wealth. To be recognized by our peers for our unique ability to solve the very challenging problem of consolidating and normalizing investment data from so many different global sources into one total wealth picture is very exciting for all of us.”
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission. These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in Americas’ wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Americas’ wealth management.”
