Private Wealth Systems vs Performativ

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.

Performativ

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.

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

<$50 million

2019

Owned by management
External investors

Denmark

Copenhagen

Denmark
Sweden
Norway
Belgium
Netherlands

15 billion

–

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

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

–

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

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

GDPR

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

SAAS
Fully standalone
Serviced software

–

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

In the media

Simple solutions for complex times.

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Private Wealth Systems vs Performativ

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.