TRANSFORMING YOUR INVESTMENT EXPERIENCE
technology uniquely designed for ultra-high net worth individuals, family offices and private banks
Ultra-High
Net Worth
Individuals
Take control of your wealth. Private Wealth
Systems empowers you with faster, more accurate
investment data insights and better performance
reporting tools. Hold investment advisors and
managers accountable and take a more active role
in managing your wealth.
Family
Offices
Achieve greater efficiency, data accuracy and
portfolio visibility. Private Wealth Systems understands
the complexity of UHNW portfolio management – giving
you the technology needed for faster, more accurate
reporting across multi-asset class portfolios. Our
platform handles data aggregation, validation and
reporting, so you can spend less time on operations and
more time on strategic investment analysis.
Private
Banks
Offer clients a platform optimized for UHNW portfolio management. Your UHNW clients have high expectations when it comes to technology and service. Private Wealth Systems helps you differentiate and retain clients by offering the most innovative approach to multi-asset class portfolio management and portfolio reporting – delivering pinpoint accuracy, cloud-based scalability and unmatched flexibility.
Private Wealth Systems provides a technology platform to streamline UHNW portfolio management.
AGGREGATE
Seamlessly collect, aggregate and normalize investment data from multiple sources.
VALIDATE
Ensure pinpoint data accuracy with near real-time data reconciliation and validation
REPORT
Gain faster insights through interactive dashboards and quickly generate pdf reports for wealth owners and stakeholders.
EVOLVE
Spend less time on administrative tasks and more time on strategic investment analysis, portfolio evolution and growth.
