The latest version of its software platform includes the ability for high net worth investors, family office staff and wealth managers to manage their own data; users can now directly create and edit their own entities, accounts, securities and transactions, it said.

PWS has also expanded its account aggregation capabilities and added a range of multi-currency reporting options, alongside “drill-down” capabilities so users can look through partnerships and other complex entity structures.

PWS says for wealth managers the firm, which is subscription-based, reduces the operational burden and regulatory costs of omni-channel client reporting while providing a full view of clients’ global portfolios. For individuals with complex wealth, meanwhile, it serves as a mobile “personal financial management” application.