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Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)

Selection based upon Private Wealth Systems' groundbreaking innovation and leadership in reshaping the private wealth industry


News provided by

Private Wealth Systems

Jan 18, 2017, 08:35 ET

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CHARLOTTE, N.C., Jan. 18, 2017 /PRNewswire/ -- Private Wealth Systems, Inc., a global financial technology company that provides portfolio reporting software and data management services to high net worth (HNW) and ultra-high net worth individuals (UHNWI), family offices, private banks, and RIAs, today announced it has been shortlisted for three 2017 Private Asset Management (PAM) Awards: "Best Reporting Solution," "Best Family Office Service Provider," and "Best Newcomer." The annual PAM Awards highlight leading firms around the world that have demonstrated innovation and excellence across the family office, private banking, wealth management and advisor communities.

Continue Reading
Private Wealth Systems - Voted Best Reporting Platform45s
Private Wealth Systems - Voted Best Reporting Platform45s
Consolidated Investment Reporting for Ultra-High Net Worth Investors, Private Bankers, Wealth Managers, and Accountants
Consolidated Investment Reporting for Ultra-High Net Worth Investors, Private Bankers, Wealth Managers, and Accountants
One Touch > Total Control
One Touch > Total Control

"We are honored to receive such a significant level of recognition by a prestigious organization.  We remain committed to our core focus of providing information that is tax-level accurate and trusted, comprehensive enough to support every financial instrument and investment vehicle across all global jurisdictions, timely enough to be relevant and actionable, and personalized to reflect the unique views of sophisticated investors and their wealth managers," said Craig Pearson, CEO of Private Wealth Systems.  "Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership in revolutionizing the private wealth digital eco-system and, most importantly, our ability to provide a single, integrated, cloud based software system that provides the personalization of a family office solution with the scalability and security of an enterprise banking platform."

About Private Wealth Systems, Inc. 
Private Wealth Systems, Inc. ("PWS") is a global financial technology that is revolutionizing the way private wealth is analyzed, reported, and managed. With clients spanning the globe, the company provides a total wealth dashboard with transaction-level-transparency so ultra-high net worth investors (UHNWI) and their trusted advisors have instant access and understanding of the drivers of risk and return across all their investments, regardless of complexity, currency, asset class, manager or entity structure. The company's digital multi-asset, multi-manager, multi-currency performance reporting platform provides account aggregation, data normalization, transaction reconciliation, performance calculation, and client reporting that transcends all levels of wealth.  For more information about Private Wealth Systems, visit www.privatewealthsystems.com or call US +1 980 500 3000.

About the PAM Awards

Now in their seventh year, the PAM Awards have become a very highly desired industry accolade. The annual Private Asset Management Awards – presented by Private Asset Management (PAM) Magazine, the industry publication that covers the wealth management and family office industry brings to readers actionable information regarding best business practices, investment management, and trust services – will be an evening of recognition and reward for top investment professionals, wealth advisors, and other key service providers operating within the private asset management industry. 

The winners will be announced at an evening ceremony on Monday February 13, 2017 at 583 Park Avenue, New York.

Contact:

Craig Pearson
Private Wealth Systems, Inc.
+1 980-500-3000
[email protected]

SOURCE Private Wealth Systems

Related Links

http://www.privatewealthsystems.com

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