Private Wealth Systems recognized for its excellence in portfolio management and consolidated reporting


CHARLOTTE, North Carolina, May 12, 2022 /PRNewswire/ — Private Wealth Systems, a multi-asset class portfolio management and reporting platform specifically designed for high net worth individuals, family offices and private banks, today announced it has been recognized in the 2022 Family Wealth Report (FWR) Awards as a finalist for excellence in two categories – Portfolio Management and Consolidation of Reports.

Private Wealth Systems – UHNW Portfolio Management Technology

Our portfolio management technology platform is specifically designed for ultra-high net worth investors and family offices.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional companies, teams and individuals serving family offices, family wealth and trusted advisor communities in North America.

“We are thrilled to have made the list of finalists for the Portfolio Management and Consolidated Reporting categories, two critical technology needs in the wealth management industry,” said Craig Pearson, CEO of Private Wealth Systems. “Our portfolio management technology platform is purpose-built for ultra-high net worth investors, making it ideal for single wealth owners and family offices, as well as multi-family offices that serve UHNW investors. Family office clients benefit from the Private Wealth Systems platform in the areas of greater reporting efficiency, better data accuracy and better understanding of portfolios.”

In addition to its success working with single-family and multi-family offices, Private Wealth Systems has gained market recognition for its ability to serve UHNW individuals and private banks seeking better data accuracy and more large operational scale.

About private management systems

Private Wealth Systems is reinventing the world of ultra-high net worth portfolio management with a cloud-based platform purpose-built to improve efficiency, accuracy and agility. Individuals, family offices and UHNW private banks are leveraging wealth management systems to transform the way they aggregate investment data, validate data accuracy, report performance of multi-class portfolios of assets and evolve complex investment portfolios over time. Private Wealth Systems’ UHNW portfolio management technology platform provides investors with the essential information they need to effectively manage portfolio performance, risk and liquidity, providing accurate portfolio momentum. Visit



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