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PRIVATE CLIENT WEALTH AGGREGATION

PCR simplifies how investment data from any source, asset class or jurisdiction is consolidated and safely delivered into wealth management's critical reporting, analytics, portfolio management and accounting systems.

 

SOLUTIONS

ALTERNATIVES AGGREGATION

Eliminate the manual gathering, extraction, quality control and entry of statements, capital calls and distributions into your systems with our technology-enabled managed service.  

HELD-AWAY AGGREGATION

Augment your advised assets reporting capabilities with a single solution to aggregate global custodial accounts and any alternative investments held elsewhere.

TOTAL WEATLH AGGREGATION

Combine our aggregation capabilities with an enterprise data warehouse solution to provide a single source of truth integrated with all your investment systems.

SERVING

PRIVATE CLIENT ADVISORS

Private Banks,  Trust Companies and Advisors serving wealthy clients that demand the highest quality data across the most complex holdings to deliver consolidated investment reporting.

 FAMILY OFFICES

Single and Multi-Family Offices modernizing their investment technology infrastructure with an emphasis on data management and integration.

WEALTH TECH FIRMS

Portfolio Management, Accounting, Reporting and other solution providers that believe outsourcing data aggregation will enable them invest in their core propositions and grow their business.

A NEW APPROACH

PCR has created an investment data utility that is easy-to-implement, cost-effective
and trusted - as ubiquitous as cable or electricity.   

 

In doing so, we are powering a global eco-system where the
flow of investment data is seamless regardless of asset type, source, domicile or format. 

This new paradigm enables advisors to focus on advising, solution providers to invest in their next innovation and wealth owners to be supremely confident that their information is safe and accurate.  

8 REASONS

PCR has re-invented aggregation technology from the ground up to address key challenges of other approaches.   We focus ease of implementation,  safety, accuracy, scale and integration.   The results have produced a compelling option for firms desiring to institutionalize their data management processes.

RECENT NEWS

December 7, 2020