Private Wealth Suite

PW-Suite, Data Agent’s solution for private wealth management  firms, is designed specifically to support rigorous analytics, alternative investments, and the complex reporting requirements of private wealth managers. PW-Suite has been deployed at trust companies and at large single and multifamily offices serving some of the wealthiest families in the United States.

Control Your Critical Information

PW-Suite delivers the real-time data management capabilities required of family offices and private wealth management companies. PW-Suite’s “out of the box” capabilities include reference data, pricing and valuation tools, portfolio management, real-time P&L, portfolio accounting, performance management, and complex report packages for board and client reporting. PW-Suite simplifies the management of deals with its ability to model portfolios and strategies for the impact of potential deals. It analyzes returns across multiple dimensions and criteria, projects cash  flow/liquidity, simplifies reporting for complex households and family offices, improves operational efficiencies, and lowers the costs associated with managing a private wealth management firm.

Advanced Data Visualizations — Multidimensional Data Analytics

PW-Suite utilizes the significant capabilities of Microsoft’s Cube technology to enable advanced data visualizations. PW-Suite provides a query engine with a user-friendly drag-and-drop selection process, allowing for in-depth screening on thousands of data points. Risk analysis and charting can be conducted on single-family-member or complex-family-office holding structures. Potential investments can be modeled and analyzed for their impact; current investments can be monitored, in real-time.

Report Publishing — Investment Manager, Compliance, Board and Client Reporting

PW-Suite provides a flexible reporting package providing standard and custom reports for risk, exposure, trading activities, cash and margin requirements, P&L, and performance across special investment vehicles, foundations, households, investment strategies, and family members over multiple time periods.

Why Purchase PW-Suite?

Data Agent’s PW-Suite, built on the Microsoft Business Intelligence platform, provides private wealth management firms with a comprehensive and dynamic solution for data management and analysis, ranging from ad hoc querying to sophisticated analytic modeling. Intuitive data navigation, powerful calculations, and advanced visualizations are core components that provide rapid and intelligent insights into your critical decision making. PW-Suite is an end-to-end solution comprised of the following key components: