Private Wealth Systems vs Giving Place, Inc.

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.

Giving Place, Inc.

Technology provider

Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving.

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

11-50

2020

Key staff also have ownership
Owned by management

United States of America

Boulder, Colorado (USA)

United States of America
United Kingdom

~$450 million AUA (assets under administration)

~ $36 million

~ $185 million

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)
Foundations

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

Compliance
Technology provider
Risk Management
Consolidated Reporting
Data Aggregation
Digital Due Diligence
Governance
Impact & ESG
CRM

Custom Reports
Transparency
Visionary Purpose
Payments
Advisor Portal
Tax Compliance & Audit Support

Cash and equivalent
Any charitable structure beyond cash

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

Linux

QuickBooks
Sage Intacct

In the media

Private Wealth Systems vs Giving Place, Inc.

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.