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Description
Submit your BOI Report swiftly and effortlessly using our cutting-edge software. Crafted by licensed attorneys and certified public accountants, FileForms guarantees the security you can trust, unparalleled assistance, and solutions customized to fit your requirements. Starting from January 1, 2024, it is mandatory for all domestic and international companies formed in, or registered with, any of the 50 US states to adhere to the updated Beneficial Ownership Information (BOI) reporting regulations set forth by the Financial Crimes Enforcement Network (FinCEN) under the Corporate Transparency Act (CTA). Ensure you’re prepared and compliant with these new regulations to avoid potential penalties.
Description
Private Wealth Systems is a distinguished, cloud-based platform that provides ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants with unmatched levels of accuracy, transparency, speed, and adaptability in managing and reporting their portfolios. It offers intelligent aggregation from more than 400 global data sources, integrating various asset types—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into one unified view. The platform employs a proprietary ledger-backed data model that ensures the integrity of accounting while allowing for versatile structuring, grouping, and the incorporation of custom attributes at any level of analysis. Users gain access to real-time insights on performance, benchmark comparisons, tax-lot level gains and losses, detection of wash sales, and comprehensive drill-through analysis. In addition, the system is designed to enhance user experience by facilitating seamless navigation and easy access to critical financial data. This makes it an invaluable tool for those managing significant wealth and complex investment portfolios.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$199 per year per entity
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FileForms
Founded
2023
Website
fileforms.com
Vendor Details
Company Name
Private Wealth Systems
Founded
2015
Country
United States
Website
privatewealthsystems.com