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New functionality dramatically streamlines reporting on complex global portfolios


Private Wealth Systems, Inc., a global financial technology company that provides consolidated investment reporting software and services to high net worth individuals, private banks, family offices, and RIAs today announced the next release of its award-winning account aggregation and consolidated investment reporting platform.

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Private Wealth Systems' consolidated summary report. Captures, consolidates, cleanses, calculates, a ...

Private Wealth Systems’ consolidated summary report. Captures, consolidates, cleanses, calculates, and presents actionable insight across all accounts, custodians, countries, currencies, and asset classes. (Photo: Business Wire)

The latest version of Private Wealth Systems’ software platform includes the ability for high net worth investors, family office staff, and wealth managers to manage their own data in order to maintain total control and privacy. Users can now directly create and edit their own entities, accounts, securities, and transactions. Once created or adjusted, the new information can be immediately accessed for analysis and reporting, providing users with an unprecedented level of operational efficiency and reporting flexibility. The platform is specifically designed to support the complexities of high net worth and ultra high net worth wealth and as such supports all transaction codes across all asset classes and global jurisdictions including; standard marketable securities, structured products, alternative assets including private equity, hedge funds, real estate, direct investments, as well as physical assets such as art and collectibles regardless of country or currency. The system also supports liabilities including mortgages and bank loans. The new release also includes a significant expansion of the company’s account aggregation capabilities and adds a suite of multi-currency reporting options alongside interactive drill-down capabilities that allow users to seamlessly look through partnerships and other complex entity structures to understand their full exposure to a given security, sector, strategy, asset class, manager, or country for faster, more accurate decision making.

“Private Wealth Systems is once again leading the financial technology and private wealth industries as we bring the power of disparate legacy back-office systems and processes together into a single, fully-integrated software platform and deliver complete, one touch mobile control to those who manage complex wealth”, said Craig Pearson, CEO and Co-Founder of Private Wealth Systems. “High net worth investors and their advisors want the freedom to use our software and our services on their own terms, and we are excited to offer the power of personal control and privacy to those clients who prefer to control all aspects of the day-to-day operations, from data management through to investment reporting, themselves.”

Private Wealth Systems’ award winning consolidated investment reporting platform captures, consolidates, cleanses, calculates, and presents actionable insight across every transaction, account, asset class, custodian, and currency. By blending decades of unparalleled domain expertise with the latest digital technologies Private Wealth Systems is the only technology platform that provides high net worth and ultra-high net worth investors with truly consolidated, summary-to-transaction level transparency across every aspect of their global portfolios. For wealth managers, Private Wealth Systems reduces the operational burden and regulatory costs of omni-channel client reporting while providing a total, 360-degree view of their clients’ global portfolios that elevates and differentiates the investor-advisor relationship. For individuals with complex wealth, the proprietary platform serves as a mobile personal financial management (PFM) application that fully empowers individuals with the comprehensive, actionable insight they need to engage in the active oversight of their private wealth.

The subscription-based software platform provides information that is tax-level accurate, comprehensive enough to support every financial instrument and investment vehicle, timely enough to be relevant and actionable, and personalized to reflect the unique sophisticated views of each individual user. Looking ahead, Pearson added, “We remain singularly committed to our mission of developing transformative technologies that empower individuals who manage complex wealth with the tools and information they need to make more efficient and informed investment decisions. The functionality in this current release is reflective of our relentless pursuit of this mission, as are the subsequent releases scheduled through the rest of this year. We are excited about the upcoming capabilities, which will include an innovative custom report builder that will enable users to design their own reports, on demand, so they can see and analyze the information they want, when they want, in the precise format they want.”

About Private Wealth Systems, Inc. Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class, or entity structure. The company’s multi-asset, multi-custodial performance reporting platform provides account aggregation, normalization, performance calculation, and client reporting that transcends all wealth levels. A simple touch on your mobile device and you have absolute control and oversight over your entire wealth with reporting that is as personalized as you are. Experience the power of reporting precision.

For more information about Private Wealth Systems, visit or call US +1 980 500 3000.

Private Wealth Systems, Inc.
Craig Pearson, 980-500-3000


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