Point vs Private Wealth Systems
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Private Wealth Systems
Category
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.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
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
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Single-family offices
- Multi-family offices
- Banks
- Individual wealth owners
- Fund managers
- 650+ UHNWIs and family offices
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- 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
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- 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
- Yes
