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. 

 

ALTERNATIVES AGGREGATION

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TOP HEDGE FUND PLATFORM PROVIDING ADVISORS

ACCESS TO ALTERNATIVE INVESTMENTS

CHALLENGE
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.

SOLUTION
PCR automated the aggregation of $3B in hedge fund allocations and streamlined multiple downstream integrations to advisor portfolio management systems.

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PROVIDER OF PORTFOLIO MANAGEMENT SOLUTIONS

TO 1,000+ INDEPENDENT ADVISORS

CHALLENGE
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.

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
DIFFERENT

PCR has focused its investments on the unique needs of the world's wealthiest families and the advisors that serve them.

ALTERNATIVES

PERSONAL

BUSINESS

EQUITIES

FIXED
INCOME

CASH

Source: PCR 

50-70% ILLIQUID

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
WEALTHY FAMILIES

CHALLENGE
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.

SOLUTION
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

DISCRETIONARY ASSETS

CHALLENGE
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.

SOLUTION
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
AGGREGATION PARTNER

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.

 

TOTAL WEALTH AGGREGATION

A LEADING MULTI-FAMILY OFFICE SERVING
$150M FAMILIES
AND $8B IN ASSETS

CHALLENGE
The Multi-Family Office recognized that their infrastructure of many systems was plagued by data quality issues as each system had its own data sources and governance.  Consolidated reporting was difficult.

SOLUTION
PCR leveraged its data hub technology to
deliver a consolidated and normal view of trust assets,
custodial sources and held-away data which
is now used to drive firm-wide reporting utilizing tools like Microsoft PowerBI. 

A $500M SINGLE FAMILY OFFICE WITH
MULTI-GENERATIONAL CHALLENGES

CHALLENGE

The Single-Family Office wanted to leverage technology to better serve family members and enter the next generation with the most secure and effective reporting and client communication tools.

SOLUTION

PCR delivered a data management solution the office would never have been able to build on its own.  This single-source-of-truth is now the foundation for integrating new reporting, accounting and digital tools.