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.

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.

SoftLedger

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.

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

–

2016

Owned by management
External investors

United States of America

–

United States of America
United Kingdom
Hong Kong
Australia
Singapore

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

Multi-family offices
Exchange platforms
Software and technology providers

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
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

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

Auth0
Plaid
Vezgo
Postmark
Expensify

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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.