Private Wealth Systems vs Sensiba

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.

Sensiba

Accounting

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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

100-500

1977

Key staff also have ownership

United States of America

Pleasanton, CA
Bend, OR
Fresno, CA
Portland, OR
San Jose, CA
San Mateo, CA

United States of America

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

Individual wealth owners
Multi-family offices
Endowments
Foundations
Software and technology providers

17 single family offices
2 multi-family offices
3 foundations
6 software

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

Accounting
Consolidated Reporting

Custom development service
Digital excellence
Visionary purpose
Custom reports

Cash & equivalents
Private equity
Direct private equity
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Real Estate
Residential

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

Other

Bill
Knowledger
Banking through Sage Banking Cloud
Credit Cards

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Private Wealth Systems vs Sensiba

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.