Wealth Check:
Human Insights,
AI Precision
We've partnered with The CIO Group to deliver institutional-grade portfolio diagnostics directly into your dashboard. Wealth Check is the first of many AI-powered tools designed to solve the challenges of complex wealth.
From Aggregation to Action
Move beyond retrospective reporting to a live, prescriptive engine that doesn't just show you where you've been, but exactly what to do next.
Most wealth platforms stop at showing you what you have. We've built something fundamentally different—and we're just getting started.
Private Wealth Systems is an intelligence platform: a suite of AI-powered tools that continuously analyze your portfolio, identify opportunities, and deliver actionable insights you can implement immediately.
Wealth Check is your entry point: a comprehensive portfolio diagnostic that scans across cash, fees, risk, allocation, and taxes to identify exactly where opportunity exists.
Comprehensive Analysis, Actionable Results
Wealth Check analyzes your portfolio across the areas that matter most—then delivers a scored assessment you can act on immediately.
Cash Efficiency
Complete view across providers and currencies. Yield comparison vs. institutional rates.
Fee Structure
Every fee across every account, asset, and provider—with precise impact quantified.
Risk Management
Concentration exposure, volatility analysis, and portfolio stress testing.
Strategic Allocation
Asset class positioning, sector concentration, and market opportunity alignment.
Tax Optimization
Tax-loss harvesting opportunities, strategic placement, and structural efficiency.
Portfolio Diagnostic
Aggregate Analysis
What You Receive
- Complete scored assessment across all dimensions
- Dollar-quantified opportunities with specific actions
- Visual dashboard and prioritized recommendations
- Direct advisory connection for implementation
- Continuous updates as your portfolio evolves
The First of Many
Wealth Check is just the beginning. We’re launching additional AI-powered tools throughout 2026—each designed to solve a specific challenge with precision.
This is where wealth management is going.