Press Release_Private Wealth Systems Adds $1.3 Billion in Assets
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Private Wealth Systems Adds $1.3 Billion in New Assets Growing AUM cements the company’s position as one of the fastest growing consolidated investment reporting platforms in the industry March 31, 2015 08:45 AM Eastern Daylight Time CHARLOTTE, N.C.--(BUSINESS WIRE)--Private Wealth Systems, Inc., the industry-defining financial technology company that provides consolidated investment reporting to private banks, family offices, RIAs, and sophisticated investors, today announced it has added over one billion in net new assets in March. “We’re thrilled to be experiencing such significant growth so early in the company’s history,” said Craig Pearson, Co-Founder of Private Wealth Systems. “The immediate and unprecedented demand for our solutions demonstrates the deep need for a cost effective and comprehensive wealth reporting platform that elevates and differentiates the information and communication that exists between investors and their advisors.” Private Wealth Systems was co-founded in 2014 by Craig Pearson, CFA, and Joanne Frawley, both recognized leaders in the financial technology industry. The company’s goal is to address the urgent need for an investment reporting tool that effectively consolidates complex investments and ownership structures associated with private wealth, and provides reporting that is visually intuitive and engaging. The company’s wealth reporting platform provides a single aggregated view of a sophisticated investor’s total wealth across all custodians, managers, asset classes, and entity structures. This complete asset consolidation gives investors and advisors the visibility they need to understand all drivers of risk and return, personalized to each investor, to better optimize the relevance and effectiveness of their decision making, anytime, anywhere. About Private Wealth Systems, Inc. Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class, or entity structure. The company’s multi-asset, multi-custodial performance reporting platform provides account aggregation, normalization, performance calculation, and client reporting that transcends all wealth levels. A simple touch on your mobile device and you have absolute control and oversight over your entire wealth with reporting that is as personalized as you are. Experience the power of reporting precision. For more information about Private Wealth Systems, visit www.privatewealthsystems.com or call US +1 980 288-6535. Contacts Private Wealth Systems, Inc. Craig Pearson, 980-288-6535 [email protected]
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Transcript of Press Release_Private Wealth Systems Adds $1.3 Billion in Assets
Private Wealth Systems Adds $1.3 Billion in New AssetsGrowing AUM cements the company’s position as one of the fastest growing
consolidated investment reporting platforms in the industry
March 31, 2015 08:45 AM Eastern Daylight Time
CHARLOTTE, N.C.--(BUSINESS WIRE)--Private Wealth Systems, Inc., the industry-defining financial technology company that
provides consolidated investment reporting to private banks, family offices, RIAs, and sophisticated investors, today announced
it has added over one billion in net new assets in March.
“We’re thrilled to be experiencing such significant growth so early in the company’s history,” said Craig Pearson, Co-Founder of
Private Wealth Systems. “The immediate and unprecedented demand for our solutions demonstrates the deep need for a cost
effective and comprehensive wealth reporting platform that elevates and differentiates the information and communication that
exists between investors and their advisors.”
Private Wealth Systems was co-founded in 2014 by Craig Pearson, CFA, and Joanne Frawley, both recognized leaders in the
financial technology industry. The company’s goal is to address the urgent need for an investment reporting tool that effect ively
consolidates complex investments and ownership structures associated with private wealth, and provides reporting that is
visually intuitive and engaging. The company’s wealth reporting platform provides a single aggregated view of a sophisticated
investor’s total wealth across all custodians, managers, asset classes, and entity structures. This complete asset consolidation
gives investors and advisors the visibility they need to understand all drivers of risk and return, personalized to each investor, to
better optimize the relevance and effectiveness of their decision making, anytime, anywhere.
About Private Wealth Systems, Inc. Private Wealth Systems is the industry-defining financial technology company that is
revolutionizing the way private wealth is analyzed, reported, and managed. Founded by pioneers of the consolidated investment
reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors
and their advisors have instant access and understanding of the drivers of risk and return across all of their investments,
regardless of complexity, asset class, or entity structure. The company’s multi-asset, multi-custodial performance reporting
platform provides account aggregation, normalization, performance calculation, and client reporting that transcends all wealth
levels. A simple touch on your mobile device and you have absolute control and oversight over your entire wealth with reporting
that is as personalized as you are. Experience the power of reporting precision.
For more information about Private Wealth Systems, visit www.privatewealthsystems.com or call US +1 980 288-6535.
Contacts
Private Wealth Systems, Inc.
Craig Pearson, 980-288-6535
