---
title: "Recognized for Excellence: Private Wealth Systems"
description: Private Wealth Systems names as finalist in 2022 Family Wealth Report Awards for Portfolio Management and Consolidating Reporting.
---

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 May 12, 2022, 6:30:00 AM

# Private Wealth Systems Recognized for Excellence in Portfolio Management and Consolidated Reporting

[Craig Pearson](https://privatewealthsystems.com/private-wealth-systems-blog/author/craig-pearson)

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**CHARLOTTE, N.C. – May 12, 2022 –** Private Wealth Systems, a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) individuals, family offices and private banks, today announced it was recognized in the 2022 Family Wealth Report (FWR) Awards as a finalist for excellence in two categories – Portfolio Management and Consolidating Reporting.

The annual 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.

“We are pleased to have made the finalist list for both the portfolio management and consolidated reporting categories, both critical technology needs in the wealth management industry,” said Craig Pearson, CEO of Private Wealth Systems. “Our portfolio management technology platform is uniquely designed for ultra-high net worth investors, making it ideal for wealth owners and single family offices, as well as multi-family offices that serve UHNW investors. Our family office clients are realizing value from the Private Wealth Systems platform in the areas of greater reporting efficiency, improved data accuracy and better portfolio insights.”      

In addition to its success working with single- and multi- family offices, Private Wealth Systems has gained market recognition for its ability to serve UHNW individuals and private banks seeking better data accuracy and operating scale.

**About Private Wealth Systems**

[Private Wealth Systems](https://privatewealthsystems.com/company/) is reimagining the world of [ultra-high net worth portfolio management](https://privatewealthsystems.com/private-wealth-portfolio-management/) through a cloud-based platform uniquely designed to improve efficiency, accuracy and agility. UHNW individuals, family offices and private banks leverage Private Wealth Systems to transform how they aggregate investment data, validate data accuracy, report on multi-asset class portfolio performance and evolve complex investment portfolios over time. Private Wealth Systems’ UHNW portfolio management technology platform provides critical insights investors need to effectively manage portfolio performance, risk and liquidity – delivering an accurate pulse of the portfolio.  

[News](https://privatewealthsystems.com/private-wealth-systems-blog/tag/news), [Press Releases](https://privatewealthsystems.com/private-wealth-systems-blog/tag/press-releases)

## Related posts

[News](https://privatewealthsystems.com/private-wealth-systems-blog/tag/news), [Press Releases](https://privatewealthsystems.com/private-wealth-systems-blog/tag/press-releases), [Awards](https://privatewealthsystems.com/private-wealth-systems-blog/tag/awards)

## [Private Wealth Systems Joins Global Elite With Wealthbriefing Wealthtech Americas Award 2023](https://privatewealthsystems.com/private-wealth-systems-blog/private-wealth-systems-joins-global-elite-with-wealthbriefing-wealthtech-americas-award-2023)

[The PWS Team](https://privatewealthsystems.com/private-wealth-systems-blog/author/the-pws-team) 

 Mar 15, 2023, 1:37:37 PM

We are proud to announce that Private Wealth Systems has been named Best Client/Consolidated...

[Read more](https://privatewealthsystems.com/private-wealth-systems-blog/private-wealth-systems-joins-global-elite-with-wealthbriefing-wealthtech-americas-award-2023)

[News](https://privatewealthsystems.com/private-wealth-systems-blog/tag/news)

## [Private Wealth Systems Shortlisted for “Best Client Reporting” Award by Family Wealth Report (FWR)](https://privatewealthsystems.com/private-wealth-systems-blog/private-wealth-systems-shortlisted-for-best-client-reporting-award-by-family-wealth-report-fwr)

[Craig Pearson](https://privatewealthsystems.com/private-wealth-systems-blog/author/craig-pearson) 

 Mar 20, 2026, 3:21:02 AM

Recognition based upon Private Wealth Systems’ leadership in reshaping the future of private wealth...

[Read more](https://privatewealthsystems.com/private-wealth-systems-blog/private-wealth-systems-shortlisted-for-best-client-reporting-award-by-family-wealth-report-fwr)

[News](https://privatewealthsystems.com/private-wealth-systems-blog/tag/news), [Press Releases](https://privatewealthsystems.com/private-wealth-systems-blog/tag/press-releases), [Awards](https://privatewealthsystems.com/private-wealth-systems-blog/tag/awards)

## [Private Wealth Systems Wins Prestigious 2023 Family Wealth Report Award for Best Consolidated Reporting](https://privatewealthsystems.com/private-wealth-systems-blog/private-wealth-systems-named-a-winner-in-the-tenth-annual-family-wealth-report-awards-2023)

[The PWS Team](https://privatewealthsystems.com/private-wealth-systems-blog/author/the-pws-team) 

 May 8, 2023, 3:22:31 PM

We are proud to announce that Private Wealth Systems (PWS) was selected as the winner of the “Best...

[Read more](https://privatewealthsystems.com/private-wealth-systems-blog/private-wealth-systems-named-a-winner-in-the-tenth-annual-family-wealth-report-awards-2023)

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