Private Wealth Systems Expands LATAM Presence With Client Wins

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A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.

Private Wealth Systems, Inc., a global financial technology company that provides subscription based financial software and data management services to family offices, private banks, institutional asset managers, and ultra-high net worth individuals (UHNWI) today announced another family office in Latin America has selected its consolidated investment reporting platform for account aggregation, data management, performance calculation, and investment reporting.

Private Wealth Systems provides a single, cloud-based, integrated consolidated portfolio management and investment reporting platform that captures, consolidates, reconciles, calculates, and presents actionable and highly-personalized insights to drive better, more informed decision making. Designed by industry veterans to support the sophisticated needs of the global private wealth industry, Private Wealth Systems’ proprietary 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, currencies, and derivatives, through to alternative assets (private equity, hedge funds, real estate, direct investments) and physical assets such as art and collectibles.

“We are excited to see growing demand across all global jurisdictions as wealth owners and advisors demand greater transparency and active oversight of their complex wealth,” said Craig Pearson, CEO of Private Wealth Systems. “As a team we remain committed to our unique focus on solving the structural issues involved in data capture and processing of complex financial instruments across multiple custodians and currencies. Driving operational efficiencies while providing interactive reporting and control to managers and wealth owners is critical to improve how sophisticated wealth is managed.”

About Private Wealth Systems, Inc.

Private Wealth Systems is a global financial technology that is revolutionizing the way private wealth is analyzed, reported, and managed. With clients in the Americas, Europe, and the Middle East, the company’s award winning cloud-based software provides family offices and investment managers with multi-asset, multi-bank, multi-currency account aggregation, data reconciliation, performance calculation, and omni-channel client reporting.

For more information about Private Wealth Systems, visit https://privatewealthsystems.com or call US +1 980 500 3000.

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Karla Jo Helms
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