Private Wealth Systems Wins Prestigious 2023 Family Wealth Report Award for Best Consolidated Reporting

We are proud to announce that Private Wealth Systems (PWS) was selected as the winner of the “Best Consolidated Reporting” category at the Tenth Annual Family Wealth Report Awards. This is the third award received this year recognizing the innovation and advanced capabilities of the PWS wealth aggregation and investment reporting platform.

Earlier in 2023 we were honored with a WealthTech Americas Award for the Best Client/Consolidated Reporting Solution, and a Best Reporting Solution Award from Private Asset Management.

The Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. Winners are selected using a comprehensive evaluation process conducted by an expert panel of judges from family offices, trusted advisers, consultants, and other service providers with deep industry knowledge and experience.

“We are honored to receive such a prestigious award and be part of a distinguished group of winners,” says Craig Pearson, CEO. “Being recognized three times in just a few months by our peers confirms we are achieving our mission to deliver meaningful innovation across account aggregation, portfolio accounting, investment analysis, and reporting to support the preservation and growth of multi-generational wealth.”

Private Wealth Systems’ best-in-class investment reporting platform is 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. The platform empowers sophisticated investors and their teams to make the most informed and strategic decisions possible by providing a highly accurate and consolidated global picture of end-to-end wealth. Unmatched flexibility enables each individual to view and analyze their total wealth any way they want, whenever they want.

Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, was first to extend his congratulations to all the winners.

“Every category winner has been subjected to a rigorous and independent judging process, and should be proud of the success they have achieved this year,” says Harris. “These awards are so beneficial because they give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, and to be recognized internally and externally. I offer my congratulations and best wishes to all winners, who are now part of the elite list of global Family Wealth Report Award recipients.”

To learn more about what the PWS investment reporting platform can do for you, schedule a demo.

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