A TOTAL VIEW IS A WINNING VIEW
Top Private Banks, Trust Companies, Multi-Family Offices, RIA's, Pension Funds , Foundations and OCIO's have entrusted PCR with their most sensitive client data.
TOP HEDGE FUND PLATFORM PROVIDING ADVISORS
ACCESS TO ALTERNATIVE INVESTMENTS
The OCIO was growing fast and wanted to streamline how it reported advisor allocations it's hedge fund products back to the advisor in the most streamlined way to facilitate end-client reporting.
PCR automated the aggregation of $3B in hedge fund allocations and streamlined multiple downstream integrations to advisor portfolio management systems.
PROVIDER OF PORTFOLIO MANAGEMENT SOLUTIONS
TO 1,000+ INDEPENDENT ADVISORS
The Technology Firm recognized that many advisors were manually aggregating the growing number of hedge fund investments of their clients and wanted to provide a scalable automation solution.
PCR integrated eConsent into their platform and provided advisors an easy to enroll and automated feed of their client alternative investment data.
THE WEALTHIEST CLIENTS ARE
PCR has focused its investments on the unique needs of the world's wealthiest families and the advisors that serve them.
Wealthy families have a large portion of their assets in hard to aggregate statement-reported investments.
BALANCE SHEET FOCUSED
Performance matters to all investors, but UHNW families tend to focus on a balance sheet view focused on goals including their lifestyle, legacy and philanthropy.
COMPLEX FAMILY STRUCTURES
In some multi-generational families, investments can be made in complex split-ownership structures which require special accounting treatments.
THE MILLENNIAL SHIFT
The next generation is looking for access to many of the tools that the mass-affluent are now.
HELD AWAY AGGREGATION
TOP 5 GLOBAL BANK SERVING 10,000
The Private Bank wanted to provide their advisor teams the ability to deliver consolidated client reporting and advice and recognized the difficulty in handling the complex assets and liabilities of their UHNW clients.
PCR's unique privacy technology and enterprise scale delivered a secure platform to enroll, aggregate and deliver complex held-away client assets into the firm's wealth reporting infrastructure.
LEADING OCIO ADVISING $8B OF
The OCIO recognized that its internal investment process needed reliable data and that they did not want data feeds and manual data aggregation to be a defining core competency.
PCR's broad electronic coverage and diverse asset class capabilities were leveraged to reliably deliver high-quality data into the firm's client reporting and client communication infrastructure.
PCR IS YOUR ULTIMATE
PCR is trusted to serve the most valued clients of leading firms because only 100% accuracy and timeliness is acceptable.
NO ASSET LEFT BEHIND
The combination of 400+ electronic feeds, the ability to efficiently process statement-based assets and a SLA commitment to capture 100% of enrolled accounts makes us the perfect aggregation partner.
NEXT GEN PRIVACY ARCHITECTURE
Having moved beyond credential sharing and screen scraping, our future-proof digital enrollment tech is out in front. The privacy first nature of our platform also ensures future compatibility with evolving global privacy regulations.
ANALYTIC READY DATA
Our unique Accounting-led aggregation processes ensures that your data is reconcilied and delivered to your systems ready for peformance or other reporting.