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

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.

Point

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.

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
Key staff have ownership
External investors

UK
Switzerland
UAE
USA

–

Client

Focus

Single-family offices

Serves also

Multi-family offices
Banks
Individual wealth owners
Fund managers

Number

650+ UHNWIs and family offices

Single-family offices,
Multi-family offices,
Private Banks,
Wealth Consolidators

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

0 – 10

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

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

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

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

–

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

SAAS
Serviced Software

Hosted on Azure
Encrypted
Multi-factor Authentication

–

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Yes (via integration partner)

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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.