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Best Data. Best Results.

Financial Aggregation of Custodial and Alternative Investment Data Delivered
into Your Investment Management Systems Fully Reconciled
+300
Firms Use PCR
+150,000
Investment Accounts
+500B
Assets Processed
+3,000
Institutions and Managers

Alternative
Investment

Aggregation

Custodial
Account

Aggregation

+
Alts
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Alternative Investments Aggregation

Eliminate manual processing of statements, capital calls, notices and tax documents with our technology-enabled managed service.

Harvesting
100%

Reduction
in the time to collect statements, capital calls & notices from portals and emails.

1

Extraction

100%

Reduction
i
n the time to extract accurate & complete transaction data from collected documents.

2

Quality
90%

Reduction
in time spent v
erifying the accuracy of extracted data and transactions.

3

4

Integration
100%

Reduction
in time spent manually entering data into
your reporting and accounting systems.

5

Transparency
100%

Confidence
based on real-time status, service level reporting and collaboration tools.

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New Options to Get Started with Alts Aggregation 
From PCR

Custodial
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Custodial Aggregation

Improve your reporting of marketable securities with reconciled and normalized data from over 1,000 custodial sources.

Institutional Feeds

  • 800 US Institutions

  • 150 European Institutions

  • 60 Other International

Daily Processing

  • 120 Normalized Transactions

  • Asset/Sector/Geo Coded

  • Full Recon and Quality Control

  • Performance Calculation Ready

Daily Delivery

  • T+1 Delivery for Most Sources

  • Feed and API Options

  • 20 Standard Integrations

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Client Successes

Across financial services we quietly serve the daily investment data needs of over 300 firms.
  • Global Private Banks

  • Investment Advisors

  • Regional Banks​

  • Trust Advisors

  • Multi-Family/SF Offices

  • Endowments & Foundations

  • Institutional Asset Managers

  • Accountants and Attorneys

  • Wealth Tech Providers

  • Hedge Fund Platforms

  • Fund Administrators

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Partner Spotlight

Over 20 important Wealth Tech, Accounting, CRM and other firms leverage PCR to enhance their client's experience.
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KnowLedger helps clients move their critical investment data into their accounting systems using a rules-based approach that ensures accuracy.

PCR is excited to be integrated with the KnowLedger platform to help our joint clients integrate their GLs.

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The Swimbird Portfolio Platform allows financial institutions and other wealth managers to consolidate and interact intuitively with their managed assets.

PCR is proud to be a part of Swimbird's  strategy to expand its services beyond its Swedish roots.

News And Articles

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300 Firms.  500B Assets. New Services & Technologies.  Expanded Team.
PCR is proud to share a number of major milestones.   We have worked hard this past year to scale every aspect of our business to meet the incredible demand for our aggregation services.   Major investments in people, technology and operations have led to significant enhancements to our service that all of our clients now benefit from.

Recent Social Media Posts

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