Comprehensive private wealth management technologies require internal resources who are familiar with operating these technologies. This is why PwC offers the Wealth Compass. On the one hand, you gain access to a digital and state-of-the-art wealth management platform. On the other hand, if desired, you can benefit from our PwC experts taking over the complete accounting, administration and quality assurance of the data. We help you navigate through all steps of our private wealth management software and will be at your side to provide advice. This allows you to concentrate on strategic decision-making instead of entering transactions and managing data.
The Wealth Compass is suitable for already existing, often very comprehensive single family office structures that would like to digitalise and professionalise themselves. At the same time, it is ideal for families who want to start managing their private assets in a structured way and who, due to their still smaller asset base, would like to have a kind of virtual single family office setup.