GREAT DATA. GREAT INSIGHTS.
Wealth Management's Most Trusted Private Wealth Aggregation Utility
EASY TO ADOPT. SAFE TO USE.
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.
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.
Alt Managers Reporting