International Investor Award Winner
Private Wealth Systems
Best Family Office Reporting Solutions // Global
Private Wealth Systems is a global financial technology company that is solving the financial industry’s structural challenges of data, scale, and security in order for those who manage complex investment portfolios to have the information they need to make the most informed decisions.
The team’s collective experience includes designing and building three of the leading family office investment reporting and portfolio accounting systems.
The company’s private cloud suite of multi-asset, multi-manager investment software includes account aggregation, data reconciliation, performance calculation and client reporting that supports even the most complex global balance sheets.