fintech

The Keys To Choosing Family Office Technology in 2020

Managing complex wealth has significantly evolved over the last twenty years.  But many family offices and investment managers have yet to take advantage of new innovations in multi-asset, multi-currency accounting, portfolio management, and investment reporting systems.  It can be a daunting task to choose the right type of technology to support your family office. If …

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Private Wealth Systems Selected as a Finalist for Global FinTech Challenge

Selection was based on Private Wealth Systems’ revolutionary approach to eliminating friction of information and action across private finance CHARLOTTE, N.C., Jan. 8, 2020 – Private Wealth Systems, the global fintech company that is delivering the digital infrastructure powering the future of private wealth has once again been recognized for its impact on reshaping the …

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