How it works
We can help you save time and see the big picture
Improve your operations with a tailored outsourced accounting and reporting solution that meets you where you are.
Discover and learn more
Scale your capabilities
With the help of our dedicated team of professionals and leading technology, you can focus on making strategic decisions with more clarity.
Ease the burden of administrative tasks
Outsource time-intensive tasks, access custom reports and dashboards, and leverage industry-leading practices and technology to scale your operations and improve efficiency — so you can focus on your business.
Gain foresight with better insight
Revolutionize investment management with clean, trustworthy data, instant access to net worth reporting and advanced analytics, so you can understand risk, return and performance across multiple dimensions. Say goodbye to outdated statements and hello to a new level of insight.
Complement your existing tech stack and team
Our versatile solution can easily integrate with the technology and platforms you have in place — supported by a team that can scale based on your existing staffing model.
Show me howGet customized on-the-go reporting
Our portfolio insights and bookkeeping modules offer tailored views of tax insights, performance analytics and more – with end-to-end support from our dedicated team so you can get insights faster.
Portfolio insights
- Cash flow analysis and projections
- Current holdings
- Document management
- Income allocations across ownership structures
- Investment reporting including performance and risk analysis
- Liquidity and debt management reports
- Pooled funds
- Robotic processing automation (RPA) to systematize the custom reporting process
- Security and investment transactions
Bookkeeping
- Budget and forecasting
- Dual entry accounting transactions
- Expense management and bill pay
- Financial statements
- Operating activity
- Reconciliations
- Spending analysis
- Summary-level investments
- Tax reports
- Workflow and document management
See and feel improved efficiencies across your operations
Accounting and finance
Not only you can get relief from time-intensive tasks while gaining access to higher quality data to share with stakeholders – you can have access to custom reports at any time, from your phone, tablet, or desktop.
Investment management
Rely on timely data you can trust, and better understand risks and returns with advanced reporting. See performance reports across multiple time periods, asset classes, managers and more.
High net worth reporting
View your overall portfolio for net worth reporting, including liquid and private investments, and share data securely with family members, officers, advisors, lenders and more.
Your questions. Our answers.
See what people like you have asked us before getting started with Wealth Compass.
Have another question?
- How do you get my data into the system beyond the direct data feeds?
- A Client Relationship Manager works closely with the client team to gather pertinent data and documents. Once the pertinent information has been collected, PwC uploads the information onto the system leveraging the bulk upload tool.
- How do you manage the data?
- The Wealth Compass team can monitor the direct data feeds and maintain assets on the system daily. Maintenance includes activities such as uploading pertinent documents as they are received and processing fund documents. At month end, our team can perform reconciliations so the client can rest assured that the data they receive is precise.
- What’s the onboarding process or timeline?
- With our experience and solutions to build automation into the process, private wealth owners can accelerate time to value with our rapid onboarding process. Our onboarding process typically takes six to eight weeks, compared to a more common timeframe of four to six months to implement similar solutions.
- Pre-onboarding: Administration and scoping (2-3 days)
- Phase 1: System design, configuration and migration (4-8 weeks)
- Phase 2: Validation and training (2-3 weeks)
- Phase 3: Empowerment (Go-live, ongoing)
- Business as usual: Dedicated service
- What’s the benefit of acquiring the solution through PwC?
- We are power-users of the technology having successfully onboarded 200+ wealth owners to our Wealth Compass solution. In addition to rapid onboarding, our dedicated team of specialists have abundant knowledge of leading practices within the private wealth and family office space. In addition, clients can have access to a global network of specialists across accounting, tax and investment relationships.
Insights and resources at your fingertips
Get started
Learn more about how Wealth Compass helps manage the complexity that comes with wealth.
Contact us