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Wealth Compass

What if you could get a holistic view of liquid and private investments and make better data-driven decisions?

Wealth Compass is a wealth management platform and reporting tool for family offices that provides near real-time visibility into consolidated balance sheets and net worth statements, including liquid and private assets. With PwC’s services, you’ll have the data and insights needed to evaluate investment performance and help manage risk so you can protect and build your wealth over time.

           

Wealth management technology for family offices

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Wealth Compass consists of two modules that are customized and delivered to your family office by PwC professionals. Enabled by the Masttro wealth management platform, the portfolio insights module provides a holistic view into your portfolio to help with data-driven decisions, analysis and risk management. InsightsOfficer, a PwC Product, is the second module that provides automated, outsourced bookkeeping, bill payment, digitized accounting, payroll services and business intelligence.

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The Wealth Compass difference for portfolio management

Wealth management platform benefits for wealth owners and managers

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

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

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

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

ClearView Financial Media’s WealthTech Americas recognizes PwC as 2022 Consultancy Winner

Our human-led, technology driven approach to serving family enterprises across tax, advisory, cybersecurity and Wealth Compass set PwC apart from the competition. Learn more

Interested in learning more or setting up a demo? Contact us

Danielle Valkner

Wealth Compass Leader, PwC US

(331) 588-1814

Email

Mike Castro

InsightsOfficer Leader, PwC US

(786) 543-4027

Email



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