PRIVATE WEALTH AGGREGATION

TRUSTED BY PRIVATE BANKS, ADVISORS, TECHNOLOGY FIRMS AND WEALTHY FAMILIES TO MANAGE THEIR CRITICAL INVESTMENT DATA

 

NO ASSET LEFT BEHIND

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PCR Provides a Turnkey Managed Service that Leverages Technology to Aggregate and Reconcile Wealth Data - Including Hard to Aggregate Alternative and Private Investments

Replaces the manual collection, reconciliation and re-entry of hedge fund, private equity and real estate assets with a fully automated service.

Supplements client investments you advise with  electronic and statement accounts held elsewhere to provide total wealth advice.

Combines your advised assets and held-away accounts into a normalized data set that powers reporting and shadow accounting applications.

GET THE DATA RIGHT. REAP THE BENEFITS.

We are Helping Advisors, Families and Wealth Technology Firms Integrate High-Quality Data Into their Investment Management Processes

Take Control of Your Data and Achieve Data Independence

Modernize Your Services with 
Data First Operations

Deliver Consolidated Reporting and Win
Alpha Advisor Status

Outsource Data Aggregation Focuse on on Your Core Value Proposition

A Better Alternative then Screen Scrape for
Held Away Aggregation

 

GET THE DATA RIGHT. REAP THE BENEFITS.

We are Helping Advisors, Families and Wealth Technology Firms Integrate High-Quality Data Into their Investment Management Processes

Take Control of Your Data and Achieve Data Independence

Modernize Your Services with 
Data First Operations

Deliver Consolidated Reporting and Win
Alpha Advisor Status

Outsource Data Aggregation Focuse on Your Core Value Proposition

A Better Alternative than Screen Scrape for
Held Away Aggregation

 

THE PCR DIFFERENCE

400 Feed Sources
15k Managers Reporting
Statement Automation
All Asset Classes
Specialists in Illiquids
Growing International Feeds

Accounting-Based Process
Transaction Normalization
Independent Recon
60 Quality Checks
Market Data Enriched
Customizable Reference Data

Best Practice Security
Multiple Layers of Encryption
Unique Tokenized Architecture
Hardened Recovery Strategies
Trusted by Largest Banks
Future Proof Regulatory Design

Open Database Design
Leverage any 3rd Party Tools
Pre-packaged Integrations
Create Custom Feeds
100s of APIs
Data Sharing Tools

Founded by Wealthy Families

20 Years Curating Wealth Data

Serving Wealthy Clients is in Our DNA

Deep Industry Connections

Experience Led Innovation

Powerful Partnerships