Private Wealth Systems vs SoftLedger
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.
Category
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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SoftLedger
Category
Accounting
SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.
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11-50
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2016
- Owned by management
- External investors
United States of America
–
- United States of America
- United Kingdom
- Hong Kong
- Australia
- Singapore
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Client
Single family offices
- Multi-family offices
- Exchange platforms
- Software and technology providers
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Product
- Accounting
- Consolidated Reporting
- Data
- Institutional Investor
- Data Aggregation
- Portfolio Management
- API
- OEM software and licensing
- Ability to Whitelabel
- Full Multi-Currency Support
- Custom Reports
- Custom Development Service
- Banking Providers
- Transparency
- Proven Agility
Alternatives
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Yes
Technology
SAAS
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- Auth0
- Plaid
- Vezgo
- Postmark
- Expensify
No