ABOUT US

PRIVATE CLIENT DNA

PCR was founded by a group of private clients in 2000 as Private Client Resources (PCR) to deliver services tailored to wealthy families. Since then, we have established a 20 year track record of delivering sophisticated data management solutions tailored to the unique demands of wealthy families and their advisors.

A TRANSFORMATIVE VISION

Through innovation, automation and integration we have created the ultimate wealth data utility that frees wealth owners and advisors to focus on understanding and actioning data -- not the low value business of collecting, reconciling and normalizing it.

A CULTURE OF INSPIRED INNOVATION

Great companies are built by people.  The magic happens when the right vision is in the same room with the experience, skills and passion needed to execute.  The PCR team, in their diversity and points-of-view, drives our business forward everyday.   We are proud of them and look forward to working with all those who will join us.