PLATFORM

Our Platform

Platform Overview

Award-winning portfolio management and reporting software

Performance Reporting

Ad-hoc report writing and scheduled batch reporting puts you in control

Intelligent Aggregation

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

Portfolio Accounting

The perfect blend of accounting data integrity and reporting flexibility

Portfolio Management

A consolidated view across all asset classes & ownership structures

Investor Portal

Curate your own client experiences

Custom Report Writer

The perfect blend of accounting data integrity and reporting flexibility
WHY PWS
WHO WE SERVE

WHO WE SERVE

Ultra High Net Worth (UHNW)

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

Family Offices

Uniquely designed to meet the exacting needs of the most sophisticated investors in the world

Registered Investment Advisors

Elevating the investor-advisor experience with mass-personalization at a global scale

Endowments, Foundations, & Pensions

Empowering endowments, foundations, & pensions with unparalleled accuracy, transparency, and decision-support

Institutional Consultants

Transform your clients' experience with unparalleled portfolio insight and transparency
ABOUT

ABOUT

Our Company

Our team’s experience has enabled us to design a platform that is truly best in class

Insights

Explore our industry insights and resources

Awards

We are honored to be recognized for our commitment and dedication to revolutionizing how private wealth is analyzed, reported, and managed

Careers

What makes Private Wealth Systems different? Everything!

TOTAL WEALTH REPORTING

OUR PLATFORM

Award-winning portfolio management and reporting software designed for sophisticated family offices & UHNWI investors.

FAMILY OFFICES

Achieve greater efficiency, data accuracy and portfolio visibility with our portfolio management and reporting software.

SCHEDULE A DEMO

Ready to improve your approach to portfolio management or see a demo of the Private Wealth Systems platform? Let’s connect.

Don't Settle for wealth manageMent technology designed for the masses

Private Wealth Systems is a comprehensive, award-winning portfolio management and reporting solution that provides unparalleled accuracy, transparency, and real-time insight across all asset classes for sophisticated investors.

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Our Platform

WHO WE SERVE

ABOUT