Cornerstone Family Office, a US-based multi-family office, has selected Private Wealth Systems for account aggregation, data management, and consolidated client reporting.

 

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Under the deal, Private Wealth Systems will deliver a single multi-asset, multi-manager cloud-based technology platform to the multi-family office.

 

The platform will support the full client reporting lifecycle, from account aggregation across all asset classes and custodial systems to daily transaction-level reconciliation, multi-level performance calculation, and investment reporting, according to Private Wealth Systems.

 

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Cornerstone Family Office CEO and founder Josh Levine said: "The combination of highly-flexible software and premium support services will enable our team to differentiate our offering by providing custom reporting that is actionable yet intuitive, while simultaneously reducing our operational and technology costs. 

 

“This move allows us to focus on our core business of providing advice and administrative support to our ultra-high net worth families with the help of the top wealth reporting team in the industry and a system that has met the uncompromising security and privacy controls of the top global financial institutions."

 

Craig Pearson, CEO of Private Wealth Systems, said: "Cornerstone, and their UHNW clients, will now see the financial information they need, whenever they want, and – importantly – in the precise format they prefer. Our exceptionally flexible technology and insight-driven reporting has been intentionally designed to drive engagement and the immediate understanding of the risk and return drivers across every dimension of multi-asset, multi-currency portfolios, regardless of size or complexity."