Your Financial Data Aggregation Platform

We integrate with over 2,500 alternative manager portals, leveraging advanced technology to extract and process critical data, including statements, capital calls, and distributions. Our system retrieves this information from secure portals and emails, normalizing it for accuracy and delivering it directly to wealth management platforms, ensuring efficient management of alternative investments.

Through its enrollment process, PCR becomes an interested party, similar to the custodial process. This allows us to engage directly with counterparties such as fund administrators, portal providers, and fund managers, providing comprehensive aggregation of alternative investment documents. Clients can relinquish manual processes and efforts to collect this information, including managing portal access, tracking incoming emails, and monitoring notices from managers.

Statements submitted directly by counterparties without data feeds, along with those from clients or advisors, are managed through PCR's streamlined operations process. Clients can easily forward their collected statements to PCR via email, FTP, or direct portal upload, eliminating the cumbersome manual processes previously required by clients or advisors.

We integrate with downstream systems, including all financial and accounting platforms. We help you present organized and sorted financial data on your preferred platform through extracts or APIs. 

Our tool enables you to create customizable reports and insightful financial analyses tailored to your specific needs. You can easily personalize your reports, which includes total wealth assessments and performance reports.