In 2022, our reconciliation platform corrected over $283 million in errors from bank data feeds. This ensured our family office clients had peace of mind when analyzing and acting upon their financial data to protect their generational wealth. Research has shown bank data feeds can have daily error rates as high as 18%.
Private Wealth Systems has been named Best Consolidated Reporting Solution in the Family Wealth Report Awards for 2023.
Private Asset Management Awards Names Private Wealth Systems Best Reporting Solution CHARLOTTE, N.C. – February 14, 2023 – Private Wealth Systems (PWS), a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) individuals, family offices, and foundations, today announced it has been named Best Reporting Solution by Private Asset …
Private Wealth Systems Recognized as Best Reporting Solution for Family Offices Read More »
As we enter 2023, portfolio data aggregation continues to be a source of frustration for ultra-high net worth individuals (UHNW) and family offices. Continued market volatility combined with the innate complexities in managing a multi-asset class portfolio makes getting an accurate view of the portfolio extremely challenging. To be successful long-term, family offices would benefit …
Building a Better Family Office Framework for 2023 Read More »
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards CHARLOTTE, N.C. – January 10, 2023 – Private Wealth Systems, a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW) individuals, family offices, foundations and accountants, today announced it has been …
