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Private Wealth Systems Shortlisted for 2018 Family Wealth Report (FWR) “Accounting” and “Client Reporting” Awards

Performance, Balance Sheet, Allocation, Projected Income

Multi-Asset | Multi-Manager | Multi-Currency Personalized Private Wealth Reporting

Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape

We are proud to have developed what many believe to be the most powerful, elegant and customizable reporting capabilities in the industry.””
— Craig Pearson, CEO
CHARLOTTE, NC, UNITED STATES, December 6, 2017 / -- Private Wealth Systems, Inc., a global financial technology company that provides financial software and data management support services to family offices, private banks, ultra-high net worth individuals (UHNWI), and asset managers today announced it has been shortlisted for the 2018 Family Wealth Report Awards in two categories: “Accounting” and “Client Reporting”. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.

Private Wealth Systems’ integrated portfolio accounting and consolidated client reporting software, in conjunction with its outsourced data reconciliation and management services, seamlessly captures, consolidates, reconciles, calculates, and presents actionable and highly-personalized insights to drive better, more informed decision making. Designed by industry veterans exclusively to support the sophisticated needs of the global private wealth industry, Private Wealth Systems’ proprietary, private cloud-based platform supports the most complex entity structures, and aggregates financial data across every bank, manager, account, currency and asset type – from marketable securities, structured products, and derivatives, through to alternative assets (private equity, hedge funds, real estate, direct investments) and physical assets such as art and collectibles.

“We are honored to be recognized by FWR as an industry leader in Family Office Accounting and Consolidated Client Reporting”, said Craig Pearson, CEO of Private Wealth Systems. “Intuitive, personalized, insight-driven data 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 views of each individual is essential for effectively understanding the drivers of risk and return across complex multi-asset, multi-manager, multi-currency portfolios. We are proud to have developed what many believe to be the most powerful, elegant and customizable reporting capabilities in the industry.”

ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, said, “These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.”

About Private Wealth Systems
Private Wealth Systems is a global financial technology that is revolutionizing the way private wealth is analyzed, reported, and managed. With clients on four continents, Private Wealth Systems’ proprietary software provides portfolio accounting and consolidated client reporting with transaction-level-transparency so family offices and private wealth advisors have instant access, understanding, and oversight over the drivers of risk and return across all investments, regardless of complexity, currency, asset class, manager or entity structure.
For more information about Private Wealth Systems, visit or call US +1 980 500 3000.

About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.

Ray Graber
Graber Associates
+1 781-221-0018
email us here

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