Private Wealth Systems vs Abbove

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Private Wealth Systems

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.

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abbove paxfamilia


Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

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  • 11-50



  • 2014


  • Owned by management
  • Clients are also owners


  • United States of America


  • Charlotte
  • New York
  • Salt Lake City

Top markets

  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Australia

Total AUM

  • $200 billion

Avg. AUM per client

  • $223 million

  • 11-50

  • $2 million

  • 2017

  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation

  • Belgium

  • Brussels

  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco

  • $100 billion+



  • Single-family offices

Serves also

  • Multi-family offices
  • Banks
  • Individual wealth owners
  • Fund managers


  • 650+ UHNWIs and family offices

  • Multi-family offices

  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries

  • 900+ advisors
  • 26k+ families (end-users)

Main tasks

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

Top features

  • 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.

Assets supported

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


  • GDPR


  • Yes

  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator

  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities

  • GDPR

  • Yes

Type Of Software

  • 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

Mobile App

  • Yes

  • SaaS

  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports


  • API
  • File integration framework
  • Banking aggregation
  • File upload

  • No