Private Wealth Systems

Private Wealth Systems is a global financial technology company that is solving the financial industry’s structural challenges of data, scale, and security in order for those who manage complex investment portfolios to have the information they need to make the most informed decisions. The Company’s private cloud suite of multi-asset, multi-manager investment software includes account aggregation, data reconciliation, performance calculation and client reporting that supports even the most complex global balance sheets.

Southbound was contracted to reimagine the Private Wealth website. After simplifying the color palette and wire-framing the site, we began to hone in on an aesthetic. After choosing an interface direction, we built the site on a WordPress framework with custom plugins to manage important functions of the site.