Wealth Compass

Finally see a single, secure, meaningful view of liquid assets, "off-exchange" private investments and liabilities anytime and anywhere you need to. You will have access to critical information like cash reporting for operating companies, distributions to family members and capital calls — all at your fingertips. Manage the complexity that comes with private wealth so you can stay ahead of the curve and connect to growth.

Uncover insights faster with the ability to view the family estate structure by generation, individual, entity and asset holding levels in a highly visual interface. Double click into portfolios to access risk and return metrics on underlying assets, including traditional and alternative investments, so you can respond to market events and manage your net worth.

Digitize your family office documents to make it easier to find and share important documents among family members, the family office team and advisors. With features like expiration date alerts, auto-tagging and task notifications, your family office can save time and operate more efficiently.

Realize the full capabilities of your technology investment by outsourcing to PwC’s Wealth Compass team. Our passionate community of solvers provides seamless onboarding, improved data quality, automation and custom reporting you can trust.