TOTAL WEALTH AGGREGATION

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

 

WEALTH AGGREGATION RE-INVENTED

TOTAL WEALTH AGGREGATION

We are specialists in creating analysis ready data from even the most complex hedge fund, private equity, real estate and other illiquid investments.

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INNOVATIVE TECHNOLOGY

We have innovated how wealth data is shared, normalized, customized and put to work in a firm's wealth reporting, risk, accounting and analytics systems.

TRUSTED PRIVACY ARCHITECTURE

 We have created the first new aggregation technology of the GDPR era and are trusted by the world's largest firms to protect and manage their sensitive client data.

NO ASSET
LEFT BEHIND

PCR is a proven platform that delivers an automated total wealth view of even the most difficult to aggregate hedge fund, private equity, real estate and direct investments.

Why is getting the data right so important in the Digtial Age?

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 drives an automated and consolidated reporting experience. 

EXPERTS IN ALTERNATIVE INVESTMENTS

We are the only aggregator specializing in hard-to-aggregate illiquid investments.  Our ability to handle valuations, capital calls, notices and other unstructured content is a key innovation critical to clients with large allocations to these asset classes. 

dollars of total assets aggregated 

400B

of assets aggregated are from illiquid asset classes

60%

of illiquids are reported on statements - not feeds

70%

hedge fund, private equity and other vehicles automated

10k

of statements reported are processed without human intervention

85%

minutes to fully automate any new vehicle or statement

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A NEW ERA IN GLOBAL DATA SHARING

PCR is the first new data aggregation technology in the era of GDPR and emerging U.S. privacy regulations.  We deliver an entirely new way of thinking about how data is protected and safely shared. 

Why should we all care about privacy regulations?
 

BREAK-THROUGH PRIVACY TECH

PCR looked to the future with a Privacy-First architecture focused on protecting personal information using pseudonymization and other segration techniques that ensure sensitive data is protected against most security breaches.

SAFE DIGITAL CONSENT

PCR  provides a digital authorization platform covering all asset types.  This innovative technology replaces aging and dangerous credential sharing and screen scraping.

GLOBAL CAPABILITIES

With capabilities to store Personal Information in the jurisdiction of origin, we help major Private Banks satisfy both the privacy sensitivity of their clients but also the growing weight of global privacy regulation.

SUPERCHARGE YOUR SOLUTION WITH PCR

PCR is the aggregator of choice for a growing list of major wealth management solutions.  These firms benefit from our scale across over 500+ electronic sources and 38,000+ manager sources so they can focus on their core value proposition - not plumbing and reconciling data.