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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Private Wealth Systems is a distinguished, cloud-based platform that provides ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants with unmatched levels of accuracy, transparency, speed, and adaptability in managing and reporting their portfolios. It offers intelligent aggregation from more than 400 global data sources, integrating various asset types—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into one unified view. The platform employs a proprietary ledger-backed data model that ensures the integrity of accounting while allowing for versatile structuring, grouping, and the incorporation of custom attributes at any level of analysis. Users gain access to real-time insights on performance, benchmark comparisons, tax-lot level gains and losses, detection of wash sales, and comprehensive drill-through analysis. In addition, the system is designed to enhance user experience by facilitating seamless navigation and easy access to critical financial data. This makes it an invaluable tool for those managing significant wealth and complex investment portfolios.

Description

WealthForce.ai is a cloud-native wealth management platform that adheres to BIAN standards and utilizes artificial intelligence to function as an enhanced Relationship Manager (RM) interface by integrating all client data into a single accessible location. This innovative platform has achieved significant results, including a 40% boost in the RM-to-customer ratio, an 80% decrease in the time required for portfolio reviews, and a 30% improvement in overall operational efficiency. By offering a comprehensive 360-degree perspective, it allows RMs and financial advisors to swiftly tailor and optimize portfolios to meet the specific needs of their clients. The platform is built on four essential pillars that leverage cognitive robotic process automation (RPA), artificial intelligence, and machine learning to streamline operational tasks, manage multi-asset operations, and provide a user-friendly dashboard for creating rules, launching campaigns, and assessing cost-effectiveness. Additionally, WealthForce.ai fosters a more personalized client experience, ultimately leading to stronger relationships between advisors and their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Private Wealth Systems

Founded

2015

Country

United States

Website

privatewealthsystems.com

Vendor Details

Company Name

Intellect Design Arena

Founded

1996

Country

United States

Website

www.intellectai.com/apac/wealth-force/

Product Features

Product Features

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