privatewealthsupport.nl

What It Is

Private Wealth Support is a Dutch financial planning software provider serving financial planners, accountants, tax advisors, banks, and wealth management institutions. Its product is not a typical browser-based SaaS platform, but a professional application suite built on Microsoft Excel, emphasizing a “non-black-box” approach, transparent calculations, and close alignment with day-to-day advisory practice.

Core Capabilities

The product covers Private Wealth Navigator, Estate Planner, Asset Planner, Investment Planner, Pension Planner, Lijfrente Planner, and 23 quick calculation tools. Core use cases include integrated financial planning for individuals and BV companies, cash flow and tax calculations, DGA pensions, inheritance tax/gift tax, asset allocation, portfolio optimization, Monte Carlo simulations, asset allocation using the RVR method, PowerPoint/PDF reporting, and interactive chart presentations. The text also mentions support for importing data from AFAS, Gegevensdelen.nl, and the NBI tool, as well as integration with the Word/PowerPoint reporting ecosystem.

Pricing and Trial

Pricing is relatively transparent: the basic package costs €1,195/year; Premium costs €1,195 in the first year and €1,495 thereafter, including all applications, 23 tools, and Premium support; single-module packages start from €395, with major modules priced at €495–€595. A 30-day free trial is available for the Premium package.

Pros and Cons

Its strengths include a familiar Excel interface and low learning curve, with traceable calculation logic; deep support for Dutch tax law, social security, and BV/private asset integration scenarios; reports and charts that are well suited to client communication; and multiple customer testimonials mentioning fast support. It also claims AVG/GDPR compliance, states that data is stored on customers’ own servers, and says it complies with AFM guidelines.

The drawbacks are that information in terms of enterprise software capabilities is incomplete: there is no visible API, SDK, open platform, granular permissions, SSO, audit logs, or detailed information on encryption and backups. The deployment model appears to lean more toward local/Excel-file-based usage, and it is unclear whether it offers modern cloud collaboration capabilities. The product is heavily dependent on Dutch local tax and regulatory rules, with no evidence of internationalization or localization for China.

Who It’s For and Access from China

It is better suited for professional advisory firms serving Dutch individuals, business owners/DGAs, and high-net-worth clients. If you need China tax law support, local banking data integrations, or a cloud-based multi-user collaboration platform, you should evaluate it carefully. The text does not provide information on access from mainland China, so the status is unknown.