Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 MoneyWare?
MoneyWare serves as an all-encompassing Wealth Management platform that allows wealth managers to efficiently oversee their entire business operations, effectively merging front and back office functions and removing the necessity for multiple disconnected systems. This innovative platform is designed to address a wide variety of client demographics, encompassing ultra-high-net-worth individuals, affluent clients, and both individual and multi-family offices. The software suite is highly customizable and crafted to align with the specific requirements of its users, focusing on critical elements such as client management, financial advisory services, portfolio management, compliance, as well as detailed client reporting and accounting. Furthermore, solutions like MoneyWare provide a spectrum of services, including discretionary, non-discretionary, and advisory features, which enable wealth management firms to proficiently meet the varied financial demands of their clientele. By consolidating all these capabilities into a single platform, MoneyWare not only boosts operational efficiency but also simplifies workflows for professionals in the wealth management industry. This comprehensive approach ultimately leads to enhanced client satisfaction and stronger relationships built on trust and tailored service.
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
Miles Software (EbixCash)
Date Founded
1999
Company Location
India
Company Website
www.milessoft.com/wealth-management-solution/
Categories and Features
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management