CP

Craig Pearson

Chief Executive Officer

PRIVATE WEALTH SYSTEMS

Nashville, Tennessee


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
PRIVATE WEALTH SYSTEMS
Industry
information technology & services
Employees
60.0
Seniority
C suite
Annual Revenue
3400000.0
Latest Funding
Other

Technologies

Outlook Microsoft Office 365 Pardot Active Campaign React Redux React Salesforce Hubspot reCAPTCHA DoubleClick Google Analytics Lucky Orange Google Tag Manager AdRoll Google Dynamic Remarketing Mobile Friendly Google Font API WordPress.org Vimeo Linkedin Marketing Solutions DoubleClick Conversion Pure Chat Google AdWords Conversion Remote

Keywords

consolidated wealth reporting multi custodial reporting portfolio management software uhnw portfolio management family office software ultrahigh net worth reporting multiasset class portfolio management portfolio reporting & analytics investment data aggregation ultrahigh net worth portfolio management investment performance calculation mobile saas finance technology personal finance information technology finance enterprise software software software development portfolio management performance reporting private wealth wealth management investment accounting custom report writer investor portal multi-asset management intelligent aggregation ad-hoc reporting scheduled reporting data integrity financial aggregation real-time reporting tax lot management comprehensive reporting global custodian integration multi-currency support family office solutions real estate investment tracking hedge funds analysis private equity management venture capital oversight institutional consulting data analytics asset class consolidation risk management performance benchmarking ownership structures client customization ux design for reporting investment strategies analysis sophisticated investors support reporting flexibility complex portfolio navigation custom attributes historical time series analysis investment performance visualization detailed financial insights comprehensive risk statistics interactive financial reporting investment management technology data privacy asset allocation pension fund management endowment fund solutions financial data automation compliant reporting standards dynamic reporting tools internet information technology & services computer software financial services enterprises b2b investment management

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans