Private Wealth Systems vs eXeer by Point Group

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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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point group

eXeer by Point Group

Data Aggregation

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.

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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

  • 0-10

  • 2017

  • Owned by management

  • United Kingdom

  • London

  • United Kingdom
  • Switzerland
  • Germany
  • Channel Islands (Jersey, Guernsey)


  • 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
  • Investment & Financial Advisors (RIAs/IFAs)
  • Banks

  • 3 single family offices
  • 2 multi-family offices
  • 4 registered investment advisors

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
  • Foundation
  • Technology provider

  • Ability to Whitelabel
  • Custom Reports
  • Digital Excellence
  • Full Multi-Currency Support
  • Proven Agility
  • Custom Development Service

  • Bankable or Financial Assets & Funds
  • Private Equity & Direct Investments
  • Real Estate
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles

  • 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
  • Serviced software

  • Microsoft Sharepoint
  • Excel
  • Auth0
  • Expersoft PM1

  • Yes

Simple solutions for complex times.