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
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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.