US-based wealth management firm CapWealth Insights has launched a new investment reporting platform called Provable Integrity.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The platform, also known as transparency tool and reporting engine, consolidates information from high wealth individuals’ investment relationships into concise reports for more objective decision-making and legacy building.
It is designed to assist high net worth individuals, families and advisors in managing and monitoring their investments in near real time.
CapWealth Insights president and COO Robin Satyshur said that the platform combines sophisticated data gathering technologies with Global Investment Performance Standards (GIPS).
"The result is a much better sense of where their money stands and a much better roadmap for advisors to the wealthy and their foundations, family offices and trust companies in planning future growth," Satyshur added.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataSatyshur launched the new platform in partnership with industry veterans Tim Pagliara and Phoebe Venable.
