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. 

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

SINGLE FAMILY OFFICES

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

PENSIONS AND
FOUNDATIONS

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

ACCOUNTING &
TAX FIRMS

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

MULTI-FAMILY OFFICES

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

WEALTH ADVISORS AND RIAs

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

INSTITUTIONAL
INVESTORS

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

PRIVATE CLIENT ADVISORS

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

HEDGE FUND
MANAGERS 

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

WEALTH TECHNOLOGY
FIRMS