Why Private Wealth Systems?
Have confidence in every decision.
Peace of Mind. Scalability. Speed. Power. Security. Innovation.
UNPARALLELED DATA ACCURACY
We have raised the standard for financial data accuracy, independently validated by three (3) of the top global accounting firms. Enjoy peace of mind while trusting that your financial data is not just accurate but meticulously verified, giving you confidence in every decision.
TRUE SCALABILITY
We have solved the problem of processing large amounts of complex investment data. Our unique data model was designed from day one to handle vast amounts of detailed investment data, effortlessly. Not only are we able to maintain high accuracy with an optimized operations team – achieving what our competitors do with much larger teams – but we’re able to do this both faster and at a fraction of the cost. No need to expand your team to manage data. Enjoy superior data processing and greater control at a lower total cost than global solutions, empowering you to focus on strategy, not operations.
INTRA-DAY DECISIONS AT THE SPEED OF THE MARKET
Our platform processes data at the very moment it becomes available from data providers. No need to wait a day to view and analyze your performance. Stay ahead with instant access to your performance data and analyze and act with the immediacy you need to make strategic decisions.
OUR ONBOARDING PROCESS INCLUDES CONFIGURING EXACTLY WHAT YOU NEED
Our platform is meticulously designed to offer advanced customization, robust analytics, and seamless integration tailored specifically for UHNW clients. We deliver a powerful, scalable solution that not only handles the intricate needs of large, complex portfolios but also provides transparency and clarity through sophisticated, real-time reporting and analysis tools.
What sets us apart from competitors here is our Bespoke Workshop process, wherein our expert team collaborates directly with you to configure workflows, reporting, and analytics exactly as you and your clients need them. There is no need to hire a 3rd party for setup, as other companies require.
Our team will handle this for you, with our no code configuration that ensures a stable, reliable solution that evolves with your clients’ needs, allowing you to focus on delivering exceptional value. Trust us to provide the flexibility, expertise, and support necessary to navigate the complexities of large-scale portfolio management, and elevate your service to the highest standard.
“There is Private Wealth Systems
and there is everyone else.”
Senior executive. Global private bank.
POWER & CONTROL IN YOUR HANDS
Gain complete control over your financial data with the power to completely customize, view, analyze, and report exactly how you want to, when you want to. Our platform puts you in the driver’s seat, enabling you to tailor your insights and user experience to meet your specific needs.
A GLOBAL STANDARD OF SECURITY
Our data security and privacy controls meet the exacting standards of 4 of the top financial services companies across the Americas, EMEA, and Asia-Pacific. Your information is safeguarded at all times – at movement and at rest – with the highest standards, so you can focus on what matters most.
INNOVATION THAT LEADS THE INDUSTRY
We don’t just keep up with the industry—we lead it. Our industry-first unified aggregation engine and advanced data model delivers unmatched scale and enables mass-personalization. With this innovative approach, our core operations team can quickly and easily ensure data quality, accuracy, and completeness for all asset classes, period. This has eliminated the value gap for private investments and given our users unprecedented transparency to their portfolios, one of many driving factors in users turning to PWS for greater control over their wealth.
