For multi-family offices and registered investment advisors
Streamline your operations, elevate your financial insights
We can help handle your accounting and reporting so you can focus on delivering exceptional client value.
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Your private wealth game changer
Trustworthy data and advanced analytics so you can understand risk, return and performance across multiple portfolios.
Multi-family offices and registered investment advisors
We collaborate with multi-family offices (MFOs) and registered investment advisors (RIAs) to enhance their service models by enabling efficient data management and reporting. With reliable data and timely insights, your teams can focus on providing exceptional client service to your clients.
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.
Portfolio insights
Empower your MFO or RIA practice with a holistic support model that can provide confidence in data and valuable insights into client portfolios. Easily access cash flow analysis, stay up to date on holdings and track performance for each of your clients. Let us help you simplify the complex with our people and technology that can be customized to meet the unique needs of the families you serve, so you can focus on providing exceptional client service.
Bookkeeping
Streamline your bookkeeping processes as a MFO or RIA to meet the back-office needs of your clients with the support of our CPA-led team. Simplify budgeting, forecasting and expense management while our team handles the complexities of dual-entry-accounting transactions, reconciliations and tax reporting. Our spending analysis solutions let you effortlessly track spending and effectively manage financial statements. Let us alleviate your bookkeeping challenges and so you can focus on being your clients’ trusted advisor.
Human-led, industry-leading, award-winning
PwC wins “Outsourcing and Business Process Management” award
PwC is recognized by the WealthBriefing WealthTech Americas Awards and the Family Wealth Report Awards 2024 for our human-led, technology-driven approach to serving family offices and high net worth individuals.
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Learn more about how Wealth Compass helps manage the complexity that comes with wealth.
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