Wealth Management's Most Trusted Private Wealth Aggregation Utility

 

EASY TO ADOPT.  SAFE TO USE.

STREAMLINED PROCESS

QUALITY DATA

SEAMLESS INTEGRATION

PRIVACY FIRST TECH

PCR's break-out technology enables wealth owners and advisors to focus on understanding and
actioning data -- not collecting and reconciling it.

PCR Microsoft PowerBI Demo

See what your data would look like in PowerBI with this live Demo

PCR is the leading aggregator of alternative assets.

  • eConsent technology safely obtains manager information

  • 10,000+ managers already reporting

  • Harvest from thousands of email boxes and portals

  • Process thousands of document formats

  • 85% of alternatives are straight through processed

  • 60+ customizable quality controls

PCR provides a better held-away aggregation service.

  • Extends Alternative Agg with 500+ electronic sources

  • Customized reference data and normalization

  • Custom integrations to your firm's systems

  • No reliance on credential sharing or screen scraping

  • Higher quality than legacy retail aggregators

PCR delivers family office data independence and privacy.

  • Combines Alternative and Held-Away with Home Assets

  • Delivers Reporting Ready Data of 100% of Accounts

  • Provides a personal Data Warehouse Solution

  • Integrate with tools like Microsoft PowerBI

  • Data Fed to Accounting, Reporting and other Systems

PCR enables wealthtech firms to focus  and grow.

  • Customized white-labeled outsource offerings

  • Embed PCR enrollment technology in your app

  • Custom integrations optimized for your platform

  • Favorable reseller commercial terms

  • Already 20+ firms have adopted PCR for aggregation

STRONG AND GROWING

Already a popular choice for discerning clients, we are expanding rapidly by introducing more coverage, improved automation and global reach.

500+
Electronic
Sources

10,000+
Alt Managers Reporting

$500B+
Assets
Reporting