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Wealth & Private Banking › Portfolio & Wealth Management › Client Reporting
Private Wealth Systems
Portfolio management and reporting platform delivering transaction-level accuracy across all asset classes for UHNW.
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Overview
Private Wealth Systems is a portfolio management and reporting platform built for family offices, ultra-high-net-worth investors and banks. It provides transaction-level account aggregation across all asset classes — including equities, fixed income, private equity, hedge funds, real estate and collectibles — with data reconciliation, portfolio accounting and performance calculation.
The platform pairs accurate, multi-asset performance reporting with portfolio management and a secure client portal for sophisticated investors.
Key Features
- + Transaction-level account aggregation
- + Multi-asset performance reporting
- + Data reconciliation and portfolio accounting
- + Security-to-summary performance calculation
- + Portfolio management tools
- + Secure client portal
Integrations
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