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About

Elevate decision-making with diligence profiles, and tailored reports on source wealth, affiliations, and concerns. Enhance your customer understanding while proactively managing compliance and mitigating regulatory risks through comprehensive intelligence. Explore donor profiles for in-depth insights on capacity, past donations, affiliations, and lifestyle of High Net Worth Individuals (HNWI). Dive into liquid net worth, strategically building relationships and optimizing engagement for effective fundraising initiatives. Gain insights into foundation affinity, historical donations, financial capacity, areas of interest, recent initiatives, and trustee information. Our thorough analysis provides essential knowledge for informed decisions and strategic engagements, optimizing your approach. Unlock unparalleled insights with Diligencify's curated datasets on HNW and ultra-high net worth UHNW individuals.

About

Private Wealth Systems is an award‑winning, cloud‑based platform that delivers ultra‑high‑net‑worth individuals, family offices, RIAs, endowments, foundations, and institutional consultants unparalleled accuracy, transparency, speed, and flexibility in portfolio management and reporting. It features intelligent aggregation across over 400 global data feeds, combining multi‑asset (public, private, fixed income, hedge funds, VC, real estate, derivatives, art/collectibles) and multi‑currency holdings into a single consolidated view. Its proprietary ledger‑backed data model preserves accounting integrity while enabling flexible structuring, grouping, and custom attributes at any level. Users benefit from real‑time performance insights, benchmark tracking, tax‑lot level gains/losses, wash‑sale detection, and full drill‑through analysis.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Nonprofits in need of a solution to manage their fundraising operations

Audience

Institutional advisors needing a tool providing an accounting and reporting system with customizable analytics and secure client access

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1,999 per 6 months
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Diligencify
Founded: 2023
United Kingdom
diligencify.com

Company Information

Private Wealth Systems
Founded: 2015
United States
privatewealthsystems.com

Alternatives

Alternatives

FundCount

FundCount

FundCount Americas
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Diligencify and update features and information
Claim Diligencify and update features and information
Claim Private Wealth Systems and update features and information
Claim Private Wealth Systems and update features and information