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UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology

UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology
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Private Wealth Systems Recognized for Excellence in Portfolio Management and Consolidated Reporting

/PRNewswire/ Private Wealth Systems, a multi-asset class portfolio management and reporting platform uniquely designed for ultra-high net worth (UHNW).

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform Explosive growth driven by need for data accuracy and personalization, as well as demand for greater financial control among ultra-high net worth individuals News provided by Share this article Share this article CHARLOTTE, N.C., Feb. 3, 2021 /PRNewswire/  Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to gain greater control over their wealth during the unprecedented market volatility caused by the COVID-19 pandemic.

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