Wealth Compass

Better visibility into your portfolio, performance and potential risk plus efficient accounting and finance capabilities for wealthy individuals and families

For wealthy individuals and family offices, it’s hard to get a complete and meaningful picture of financial and non-financial assets on a timely basis.

Whether it’s direct investments in real estate and operating companies, art, trusts or foundations—on top of financial investments—it’s hard to manage disparate pieces of information and multiple sources. Lagging data and reports, and technology platforms that don’t talk to each other also pose challenges for getting real-time portfolio insights. Wealth owners and their advisors are likely experiencing the effects of slow, manually intensive processes, and may not have the insights needed to make timely, informed decisions, or identify risks before they become issues. Back office tasks like bookkeeping and bill pay are often inefficient and a distraction from other strategic priorities.

What if you could see all of your financial and non-financial assets and analysis in one place, in real time, and make data-driven decisions on the go?

Wealth Compass is an innovative managed service for high net worth individuals and family offices that provides better visibility into your portfolio, performance and potential risk exposures, as well as an automated and efficient back office, so you can focus on strategic decision-making, instead of transaction processing and data management.

Portfolio insights

Enabled by the Masttro wealth management platform, you can have a consolidated view of all of your financial and non-financial business and personal assets at your fingertips, in real time, so you have better visibility into your total portfolio, performance and risk exposures.

Accounting and business insights

PwC’s InsightsOfficer enables automated bookkeeping, bill pay and back office, leaving you free to focus on preserving and growing your family’s wealth.

"Technology will enhance family decision-making and provide better real-time financial data and analytics. The combination of greater security and enhanced services and analytics will increase the value of the Family Office."

What's on the minds of members2020 FOX FORESIGHT

Benefits for wealth owners and managers

Real-time insights with a transparent, consolidated view into all your business and personal assets, no matter where they sit.

 

Portfolio management on the go with real-time transparency, mobile access and alerts and technology that adapts to complex family structures.

 

Understand risk and return and make data-driven decisions with advanced reporting and analysis.

Increase efficiencies, speed and quality with automated accounting processes like account reconciliation, bill pay and bookkeeping.

 

Organize and manage various documents in the digital vault, and control access with flexible permissions, down to the individual asset level.

The Wealth Compass difference

  • 100,000

    of the world's entrepreneurial and private businesses advised by PwC

  • 3,000

    families served in the United States

  • 2,000

    professionals dedicated to supporting privately held businesses and their owners

  • 170+

    years of serving families

Contact us

Danielle Valkner

Danielle Valkner

Family Office Leader, PwC US

T.C. Whittaker

T.C. Whittaker

InsightsOfficer Leader, PwC US

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