AWARD WINNING
UHNW Personal Financial Management (PFM)
Uniquely Designed to Meet the Exacting Needs of the Most Sophisticated Investors in the World
Financial Empowerment at Your Fingertips
The world’s first UHNW Personal Financial Management solution | Powered by our award-winning wealth aggregation platform, delivering speed, power, and control to sophisticated investors worldwide
Our UHNW Personal Financial Management platform gives you independent and unbiased oversight over your investments and advisors.
Our award-winning platform delivers powerful analysis across every asset class, ownership structure, and currency for the fastest and most informed decision making to preserve your wealth.
- Trusted by leading family offices, private banks, and accounting firms, we have proven data accuracy for an unbiased, independent, source of truth.
- Personalized reporting so you see your data the way you want.
- A single, secure digital destination for document management, investment analysis, entity management, portfolio accounting, and more.
- Security controls ensure the highest data privacy in the industry.
Our innovative, award-winning platform empowers you to have total control over your investment data. See what you want, when you want, how you want.
"Financial data is often riddled with errors. We find and correct those errors where other systems do not. Our data accuracy remains unmatched and has become part of our reputation for excellence."
-Private Wealth Systems CEO, Craig Pearson, CFA
UHNW Personal Financial Management
Exclusively Designed for the Exacting Needs
of the Ultra High Net Worth
-
"Powerful Yet Easy to Use"
This client testimonial echoes our commitment to leading our industry in delivering client experiences unlike any other so all users, regardless of experience, can actively gain control over financial complexity. -
Timely Data
Our dashboards and reports are always up-to-date so they are relevant and actionable, providing you the most accurate decision-making potential. -
Secure & Private
As a preferred partner to several of the largest private banks and accounting firms we are required to maintain the highest levels of cyber and operational security. -
Unlimited Flexibility
Every user can easily classify, group, and structure their data any way they want in order to view and analyze their wealth the way they want, when they want to make decisions that are personalized and relevant regardless of role.
-
Independent & Unbiased
Analysis of your investments and investment managers. We are the only platform to have zero conflict of interest in reporting the truth. -
A 100% Total View of Wealth
We provide the most complete picture of your total wealth, including public and private investments, personal holdings, and bank loans, to ensure the most informed decision making. -
Unparalleled Data Accuracy
In side-by-side comparisons with competing systems we demonstrate our differentiation of data accuracy, powered by our direct data feeds and proprietary auditing algorithms, to deliver peace of mind in your analysis.
