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300 Firms. 500B Assets. 
New Products & Technologies.
Expanded Leadership & Team.

To our Customers and Partners,

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 our clients now benefit from.

300+ Firms Served

We now have over 300 firms that use PCR to power their investment reporting and decision-making needs. We are very thankful for the trust and confidence our clients and partners have placed in us to support this milestone.

500B+ Assets Aggregated

With the expansion in our client base has come unprecedented growth in the wealth we are responsible for accurately delivering into the industry's wealth tech platforms - now totaling over 500B.

New Technologies

Our continued investment in automated alternatives processing has produced one of the most efficient platforms to quickly delivery straight through processing of statements, capital calls, notices and tax documents reported by managers.  

New Products

Technology innovations have also enabled us to unbundle our flagship "Full-Service Alternatives Aggregation" into solutions such as Harvesting as a Service, Extraction as a Service and Integration as a Service to help firms solve specific challenges.

New Partnerships

We continue to expand our network of wealth tech and other advisor solution providers that have integrated our data into their products to better service their clients.  Our 20 industry integrations speeds how aggregated data is put to work in their systems.  

New Leadership and Expanded Team

Pulling from across the industry we were happy to welcome new executives, client leaders, technologists and operations experts to our team.   We doubled our team size over the past 9 months.  The expansion focused on roles designed to ensure we meet all our service level commitments and deliver an amazing client experience.

We are very much looking forward 2023 and the opportunity to work together.

Very best regards,

Bob Miller


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