Private Wealth Systems vs eXeer by Point Group
You are looking for alternatives to Private Wealth Systems. 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.
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eXeer by Point Group
Category
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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Employees
- 11-50
Revenue
–
Founded
- 2014
Ownership
- Owned by management
- Clients are also owners
Incorporated
- United States of America
Locations
- 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)
–
–
Client
Focus
- Single-family offices
Serves also
- Multi-family offices
- Banks
- Individual wealth owners
- Fund managers
Number
- 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
Product
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)
Compliance
- GDPR
Whitelabel
- 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
Technology
Type Of Software
- SaaS
- Serviced software
Security
- 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
Ecosystem
- Microsoft
Integrations
- 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
In the media
