GREAT DATA.  GREAT INSIGHTS.

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

Are you struggling with the manual aggregation of alternative positions?

Are your clients demanding consolidated wealth reporting?

Are you a Family Office wanting to take control over your data?

Is the availability of reliable data holding back your wealth tech offering?

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