UHNW Personal Financial Management

The world’s first UHNW PFM solution

Financial Empowerment at Your Fingertips

Powered by our award-winning wealth aggregation platform, delivering speed, power, and control to sophisticated investors worldwide. See what you want, when you want, how you want.

Our UHNW PFM platform gives you independent and unbiased oversight over your investments and advisors.

Deliver powerful analysis across every asset class and structure for the fastest informed decision making.

Trusted by leading family offices for proven data accuracy as an independent source of truth.

Personalized reporting ensures you see your data exactly the way you want it structured.

A single, secure digital destination for document, entity, and investment management.

Advanced security controls ensure the highest data privacy and protection in the industry.

Data Correction in Action

Our IBOR (Investment Book of Records) systemically identifies and remediates custodial errors. In June 2024, Pershing reported NVIDIA's 10-for-1 split as 100-for-1. PWS automatically detected the 10x discrepancy, protecting the client from gross valuation inaccuracies.

INCORRECT Data Provider: Pershing

Security 7639 - NVIDIA CORP

Reported Ratio 100 : 1 Split

Reported Shares 40,400.00

Valuation Impact +900% Overstated

VERIFIED TRUTH PWS IBOR Correction

Security 7639 - NVIDIA CORP

Actual Ratio 10 : 1 Split

Corrected Shares 4,040.00

Valuation Impact Accurate Exposure

The Outcome: Without this correction, the client's exposure and performance metrics would have been compromised. PWS ensures that Systemic Excellence translates directly into Data Certainty.

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.

UHNW Personal Financial Management (PFM)

Financial Empowerment at Your Fingertips

Data Correction in Action

UHNW Personal Financial Management

Don't settle for wealth management technology designed for the masses.