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What is Private Wealth Systems?

Private Wealth Systems is an esteemed cloud-driven solution tailored for ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants, offering unparalleled levels of precision, transparency, speed, and flexibility in the management and reporting of their investment portfolios. The platform intelligently aggregates data from over 400 global sources, seamlessly incorporating a diverse range of asset classes—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into a cohesive overview. Utilizing a proprietary ledger-backed data model, it guarantees the integrity of financial accounting while permitting dynamic structuring, grouping, and the addition of customized attributes at any analytical level. Users are empowered with real-time insights into performance metrics, benchmark evaluations, tax-lot gains and losses, detection of wash sales, and detailed drill-through analyses. Furthermore, the system prioritizes user experience, promoting smooth navigation and straightforward access to essential financial information. This combination of features makes it an indispensable asset for those overseeing substantial wealth and intricate investment strategies. The platform not only streamlines portfolio management but also fosters informed decision-making through its advanced analytical capabilities.

What is LP Analyst?

LP Analyst emerges as the leading cloud-based solution for overseeing private asset portfolios, specifically designed for institutional limited partners. Their renowned LP Analyser Monitoring Analytics and Reporting tool integrates all investment data into one cohesive platform, supported by LPA’s outstanding managed data service that consistently collects, organizes, and authenticates information across diverse strategies, asset classes, and investment types. To fulfill due diligence requirements, the GP Analyser platform offers comprehensive and flexible insights into a manager's extensive track record, alongside operational due diligence, reference calling, and sourcing support. Furthermore, LPA provides independent, expert third-party secondary valuations, thoroughly underwriting transactions and delivering intricate cash-flow forecasts, scenario analyses, and sensitivity modeling tailored to various fund and deal structures. This comprehensive approach ensures that LP Analyst not only streamlines investment management but also enhances transparency and accountability in the decision-making process. Ultimately, LP Analyst empowers institutional investors with the essential resources needed to navigate the complexities of private asset investments confidently.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Private Wealth Systems

Date Founded

2015

Company Location

United States

Company Website

privatewealthsystems.com

Company Facts

Organization Name

LP Analyst

Date Founded

2011

Company Location

United States

Company Website

lpanalyst.com

Categories and Features

Categories and Features

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