In the new world of wealth management, the industry is gradually transitioning from static reporting environments to dynamic, real-time experiences. Digital-native advisory firms of today no longer just need data aggregation—instead, they need effortless data activation, cross-system compatibility, and scalable infrastructure capable of responding to their increasing technology demands. This is exactly where PCR leaves its indelible mark, enabling wealth platforms to go beyond the limitations of the past with its strong API solutions.
With a sharp investment data infrastructure focus, PCR allows next-gen wealth platforms to be smarter and more efficient. By integrating with Akoya, an open finance network of trust, PCR provides real-time linkages between custodians, banks, and digital wealth ecosystems—while maintaining control, security, and accuracy in the delivery and usage of data.
Traditionally, wealth management systems have used batch processing, nightly syncs, and siloed systems for planning, reporting, and CRM capabilities. These antiquated methodologies create latency and disconnections among what advisors experience and what happens for their clients. As custodial data sits for hours—or days—before it can be acted on, opportunities are missed, errors get through, and client satisfaction declines.
PCR solves this problem by rethinking data access as a live utility. Rather than merely collecting and warehousing custodial data, PCR makes it always accessible in the form of secure, thoroughly documented APIs. This means wealth platforms don’t just access the latest data—they get it in a consistent, secure, and structured format that matches how their systems are set up to use it.
What is so powerful about this method is that it doesn't need companies to revolutionize their current systems. PCR's API methodology is designed to be modular, enabling platforms to invoke precisely the data they require—be it performance metrics, transactions, or position-level updates—and pipe that data directly into their planning engines, reporting tools, or advisor portals.
Advisory platforms that have a goal of delivering responsive, contemporary experiences require a basis of clean, dependable data. This is particularly the case in high-volume or hybrid environments where there are various custodians and investment vehicles and these have to be combined into a unified client view.
PCR guarantees that information entering a system is normalized, validated, and enriched before it ever touches the platform. This is critical for investment-specific reporting where consistency and accuracy across sources are paramount. Whether the platform is dealing with structured equities, alternatives, or multi-entity households, PCR's data engine guarantees the API-delivered output presents a true, consolidated financial picture.
By providing real-time access to this curated data layer, wealth platforms can send client notifications as portfolios change, automate advisor workflows on data-driven events, and avoid the need for periodic, error-prone manual updates. The outcome is a more scalable and consistent service model that better meets the expectations of today's investors.
As part of its wider connectivity initiative, PCR has onboarded into Akoya in order to provide secure, credentials-free access to financial institutions. Akoya represents a key layer of infrastructure supporting bank-grade permissioning between the clients and platforms serving them. Clients are now able to extend access to their financial information without ever having to share credentials, making the process of data sharing much more secure and efficient.
The cooperation with Akoya guarantees that PCR's APIs are not merely functionally robust, but also entirely compliant with emerging standards in open banking and data privacy. This is especially critical to platforms that exist in heavily regulated spaces where data governance needs to be proven at each level of the stack.
By combining PCR's normalized investment information with Akoya's secure rails of data, wealth platforms are able to construct with certainty—with the assurance their data flows are permissioned, compliant, and extensible when new sources go live.
Building Intelligent Workflows with PCR’s APIs
What truly sets PCR apart is the ability to turn data into action. APIs enable wealth platforms to build intelligent workflows that go far beyond reporting. For example, real-time holdings data can trigger rebalancing alerts in a planning tool. New transactions can update billing engines. Changes in portfolio exposure can surface in a client portal with personalized commentary.
These use cases demonstrate how PCR’s APIs serve not just as a data source, but as a coordination layer between the various systems that power digital wealth platforms. For firms with in-house development teams, this opens up powerful opportunities to design and iterate on experiences tailored to their client segments—without being dependent on inflexible data pipelines or vendor limitations.
One of the most immediate benefits firms see when adopting PCR’s API framework is the reduction in operational overhead. Instead of chasing data consistency across custodians, engineering teams can focus on building meaningful user-facing features. Meanwhile, client service teams gain confidence that the data driving performance reports or capital calls is accurate, up-to-date, and contextually relevant.
As the digital wealth ecosystem keeps on growing, the flexibility to integrate new tools, custodians, and investment products is a competitive imperative. PCR's API-first design is built to future-proof data access so that platforms can bring on new partners and capabilities without having to rebuild their infrastructure every time.
Because each API endpoint works independently, developers can integrate only the components they need today—while keeping the flexibility to expand in the future. Whether it's ESG analysis, performance benchmarking, or automated compliance validation, PCR's design facilitates rapid prototyping and integration cycles, which today's firms depend upon.
Additionally, with the combined might of Akoya and PCR, all data flow—permissioning to reporting—is kept secure, auditable, and compliant with industry standards, enabling platforms to scale without having to sacrifice trust or control.
Wealth platforms today need not just data—today's platforms need data that moves, shifts, and provides real-time intelligence. PCR's API offerings, in combination with the secure connection capabilities of Akoya, assist advisory firms and platform providers to transition away from static aggregation towards actual data activation.
Through facilitating effortless integration, modular rollout, and live responsiveness, PCR is assisting in the creation of the next-gen digital-first wealth platforms—where each data point has a point, and all systems play well together.