eVestment vs Private Wealth Systems

You are looking for alternatives to eVestment. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

eVestment

Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

Private Wealth Systems

Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

History

eVestment was founded in 2000 by Heath Wilson, Jim Minnick and Matt Crisp and is based in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.

About the owners and the team

With its headquarters in Atlanta, Georgia (USA), eVestment is run by a large team of over 5000 employees, with Jim Minnick as CEO of the company.

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

11-50

–

2014

Owned by management
Clients are also owners

United States of America

Charlotte
New York
Salt Lake City

Switzerland
United States of America
United Kingdom
Saudi Arabia
Australia

$200 billion

$223 million

Client

Focus

Secondary focus

Number of clients:

Single-family offices

Multi-family offices
Banks
Individual wealth owners
Fund managers

650+ UHNWIs and family offices

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

18a

Accounting
Consolidated reporting
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting

Data aggregation – our direct bank feeds captures 3x more data than other providers.
Data validation – we perform daily reconciliation and correct bank data errors.
Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.

Private equity
Bankable assets
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

GDPR

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

SaaS
Serviced software

Multi factor authentication
Application scanning
Network scanning
Encryption at-rest and in-transit
Data leakage prevention (DLP)
User level access controls
Annual audits by global banks

Microsoft

API that can connect with any third party system including CRM, bill pay

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