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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

WealthArc employs a robust API engine that streamlines the automation, consolidation, and unification of your wealth data, significantly minimizing the time required for reporting, compliance, and various administrative responsibilities. As an award-winning and intuitive platform, WealthArc equips wealth managers to meet client demands with unprecedented speed and high-quality data. In today’s landscape, modern asset managers recognize the increasing expectations of clients regarding security, accessibility, and digital solutions. Our cutting-edge platform aids asset managers in their daily operations by providing dependable portfolio management, governance, KYC, CRM, and reporting modules, among other features. Furthermore, WealthArc’s sophisticated capabilities allow Single and Multi Family Offices to allocate more time to nurturing trust-based relationships with clients, ultimately enhancing client satisfaction and loyalty. By optimizing these essential tasks, WealthArc empowers professionals to focus on delivering personalized service and building stronger connections.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apiax No 

Integrations

Apiax Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Private Wealth Systems

Founded

2015

Country

United States

Website

privatewealthsystems.com

Vendor Details

Company Name

WealthArc

Website

www.wealtharc.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

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