Private Wealth Systems

Financial Empowerment for the Digital Age

Whether you're a sophisticated investor or a trusted wealth advisor, you know that to be empowered you must have accurate, timely, comprehensive, and personalized reporting. But in today's world of investing, sophisticated investments include much more than stocks and bonds. Complex wealth is derived from an array of investment instruments and ownership structures, held across multiple accounts, custodians, and managers - creating a unique challenge for those who manage private wealth.

To address this challenge, Private Wealth Systems delivers the four key components of successful investment reporting using today's most advanced technologies, and twenty years of industry expertise, to put the power of this information right at your fingertips.


Accuracy is the foundation of trust
Our #1 focus is on data accuracy. With over two decades of experience and expertise in calculating multi-asset, multi-custodial portfolio performance, we know that it simply doesn't matter how engaging a report is if the numbers are wrong. Private Wealth Systems has the most accurate calculation logic to support the most informed decision-making.


All accounts. All custodians. All managers. All asset classes.
As a transaction-based investment reporting platform, Private Wealth Systems captures all transactions across all accounts. Reaching beyond the boundaries of public securities, the solution supports the following to provide the most comprehensive, cohesive, and meaningful private wealth reporting:
  • Equities
  • Fixed Income
  • Private Equity
  • Hedge Funds
  • Real Estate
  • Art & Collectibles
  • Currencies
  • Physical Assets


If it's not fast, it's not relevant.
In today's fast-paced financial markets, speed matters. In a post-2008 world, waiting a fiscal quarter to understand your exposure to a given security, asset class, strategy, or country is no longer acceptable. Private Wealth Systems provides instant access to your entire wealth picture, giving you the information that you want, when you want, on the device you want, to help you make better, faster, and more informed decisions.


Your investment perspective is as unique as you are.
Your investment reporting platform should support your view of the world - not just measure benchmarks and basis points. Private Wealth Systems enables you to classify each security the way you want to deliver the most relevant and meaningful analysis of asset allocation, investment policy reviews, and your complete financial strategy. With this new power of personalization, you can manage your wealth to reflect your views and your legacy.

To learn more about our Groundbreaking Reporting Platform download our brochure.

» Download Brochure PDF Document

Contact Us

Private Wealth Systems, Inc.

401 North Tryon Street
Charlotte, NC 28202

 (980) 500-3000