Private Wealth Systems Voted Best Investment Reporting Platform

Peer Based Award Reinforces Private Wealth Systems’ Position as the Innovative Leader in Consolidated Investment Reporting

CHARLOTTE, N.C.--()--Private Wealth Systems, Inc., one of the fastest growing providers of consolidated investment reporting to global private banks, family offices, RIAs, and sophisticated investors, today announced it has won the award for Investment Reporting Platform of the Year by ACQ Global.

“We are honored to be recognized by our industry peers as the transformative leader who is revolutionizing the way individuals and advisors analyze and manage private wealth,” said Craig Pearson, CEO, Private Wealth Systems. “Our industry-defining data model provides an unprecedented level of personalization that optimizes the relevance and effectiveness of every point-of-interaction between an investor and their advisor on a scale that is simply unmatched. We remain committed to empowering investors and advisors alike with the information they need - in the manner in which they need it – to make better, more informed decisions to preserve and grow wealth.”

“Investment reporting has evolved to become a key digital communication and collaboration platform that elevates and differentiates the trusted relationship that exists between sophisticated investors and their advisors,” Pearson continued. “Our platform addresses the urgent market need for a platform that effectively captures and consolidates complex investments and ownership structures associated with private wealth in the most visually intuitive and engaging manner.” Private Wealth Systems’ client/advisor portal drives engagement by providing investors and advisors with instant access and understanding over all drives of risk, return, income and expense – regardless of asset class, currency or ownership structure – but personalized to support informed decision making.

Since 2008, the ACQ Global Awards have been celebrating achievement, innovation and best practices in their annual awards, as the winners are chosen by the industry itself. The total number of nominations received stood at an amazing 32,966. “Exceptional individuals, teams and firms across the marketplace represent the very best in their field from around the world and truly deserves the accolade of being an ACQ Award winner,” said Jake Robson, Editor-in-Chief of ACQ.

About Private Wealth Systems, Inc.

Private Wealth Systems is revolutionizing the way private wealth is analyzed, reported, and managed. Founded by pioneers of the consolidated investment reporting industry, the company’s multi-asset, multi-currency, and multi-custodial performance and client reporting platform provides unprecedented control and oversight over the wealth you manage. One Touch > Total Control.

For more information about Private Wealth Systems, visit www.privatewealthsystems.com or call US +1 980 288-6535.

About ACQ Magazine

ACQ (Acquisition Finance) is the leading M&A magazine read exclusively by senior executives holding power and authority at major organizations. The magazine is intended for CEO’s & CFO’s as well as other corporate finance and private equity executives from all corners of the global who select and authorize the purchase of products and services.

For more information, please visit: www.acqmagazine.com

Contacts

Private Wealth Systems, Inc.
Craig Pearson, 980-288-6535
cpearson@privatewealthsystems.com

Contacts

Private Wealth Systems, Inc.
Craig Pearson, 980-288-6535
cpearson@privatewealthsystems.com