TRUSTED. PROVEN.

Top Private Banks, Trust Companies, Multi-Family Offices, RIAs, Pension Funds , Foundations and OCIOs have entrusted PCR with their most sensitive client data. 

SINGLE FAMILY OFFICES

Take control of your data and achieve Data Independence with a complete data aggregation and data management solution.

PENSIONS AND
FOUNDATIONS

Satisfy need to verify third-party administrator reporting with Lower Cost Shadow Accounting.

ACCOUNTING &
TAX FIRMS

Replace manual data aggregation processes with a Global Data Sharing Platform.

MULTI-FAMILY OFFICES

Modernize your service offering with a Data First strategy to streamline, integrate and protect your client's sensitive data.

WEALTH ADVISORS AND RIAs

Replace inferior retail aggregators with high quality  Held-Away Data for Consolidated Reporting.

INSTITUTIONAL
INVESTORS

Satisfy need to verify third-party administrator reporting with Lower Cost Shadow Accounting.

PRIVATE CLIENT ADVISORS

Step into the Alpha Advisor Role with held-away aggregation solutions that will power critical consolidated reporting solutions.

HEDGE FUND
MANAGERS 

Satisfy need to verify third-party administrator reporting with Lower Cost Shadow Accounting.

WEALTH TECHNOLOGY
FIRMS

Outsource Data Aggregation and free resources to concentrate on developing your application not feeds.