Private Wealth Systems vs Performativ

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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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Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

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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

  • <$50 million

  • 2019

  • Owned by management
  • External investors

  • Denmark

  • Copenhagen

  • Denmark
  • Sweden
  • Norway
  • Belgium
  • Netherlands

  • 15 billion


  • Single-family offices

Serves also

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


  • 650+ UHNWIs and family offices

Multi-family offices

  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks

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

  • Advisors
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Risk Management
  • Technology provider
  • Non-bankable assets
  • Reporting, data entry
  • Offering backend data (i.e., reconciliation corporate action fixing)

  • Full suite of performance metrics
  • Consolidated performance reporting
  • Firmwide analytics
  • Near real-time valuation
  • API gateway to 3rd party services
  • Intelligent benchmarking
  • Data aggregation
  • Ability to Whitelabel
  • Mobile App
  • Banking Providers
  • Full Multi-Currency Support

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



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
  • Fully standalone
  • Serviced software

Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.

  • Yes