US Multi-Family Office Adopts Reporting Platform

Editorial Staff

26 February 2018

Shade Tree Advisors, a multi-family office in the US, has chosen Private Wealth Systems’ consolidated investment reporting platform.

The platform, operating via a private cloud, will be used to aggregate accounts, manage data, calculate .performance and report information to clients, Private Wealth Systems said in a statement last week.

PWS’s services are used by family offices, private banks, institutional asset managers, and ultra-high net worth individuals. It has clients in the US, Switzerland, United Arab Emirates, Canada, Panama and the UK.