CHARLOTTE, N.C.--(BUSINESS WIRE)--Private Wealth Systems, Inc., the industry-defining financial technology company that provides consolidated investment reporting to private banks, family offices, RIAs, and sophisticated investors today announced it has successfully closed a new round of growth capital. The new capital will accelerate the development of the company’s next generation consolidated wealth reporting platform.
“The speed and size of the capital raise highlights Private Wealth Systems’ unique capabilities in transforming the investment reporting industry from a back office administrative function to a front office communication medium. We remain committed to providing the information that elevates and differentiates the relationship that exists between investors and their advisors,” said Craig Pearson, CFA, Co-Founder of Private Wealth Systems. “With advancements in technology, data consolidation is no longer a differentiator. In order to create value, a reporting platform must have core foundational logic that focuses on the refinement, calculation, and presentation of the data. This is where Private Wealth Systems has a demonstrable and distinct advantage.”
Private Wealth Systems’ unique data structure delivers unprecedented power and control that makes its consolidated investment reporting the most personalized, accurate, comprehensive, and actionable. The Company’s mobile platform provides users with instant access to a single aggregated view of their total wealth across all custodians, managers, asset classes, and entity structures for better and more informed decision making. Now more than ever, investors and advisors need to understand all drivers of risk and return but personalized to each investor in order to optimize the relevance and effectiveness of their decision making. One touch, one view, total control.
About Private Wealth Systems, Inc.
Private Wealth Systems is the industry-defining financial technology company that is transforming the way private wealth is analyzed, reported, and managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class or entity structure. The Company’s multi-asset, multi-custodial performance reporting platform provides account aggregation, normalization, performance calculation and client reporting that transcends all wealth levels. A simple touch on your mobile device and you have absolute and unprecedented control and oversight over your entire wealth with reporting that is as personalized as you are. Experience the power of reporting precision.
For more information about Private Wealth Systems please visit www.privatewealthsystems.com or call US +1 980 288-6535.