SERVING

We serve over 250 firms across many different use cases.  Here are just a few case studies.

TOP 5 GLOBAL BANK

CHALLENGE
The bank’s private client advisors were demanding consolidated reporting solutions to better serve their largest clients.   The manual processes they were using were time consuming, error prone and a burden to clients.   Automating held-away assets into the firm’s reporting platforms was an imperative.

SOLUTION : HELDAWAY AGGREGATION

PCR integrated its enrollment tech directly into the advisor desktop and streamlined the automation of complex alternative and other global positions directly into the firm’s online client experience.

$20B REGISTERED INVESTMENT ADVISOR

CHALLENGE
A major UHNW Advisor wanted to expand their  advised reporting capabilities with sophisticated risk and exposure analytics but struggled with normalizing data on clients’ held-away positions

SOLUTION : TOTAL WEALTH AGGREGATION

PCR consolidated their advised assets with a complete held-away solution to create a robust normalized dataset that became the foundation of a tightly integrated solution with their selected risk analytics vendor.

TOP ALTERNATIVE INVESTMENT PLATFORM

CHALLENGE
CAIS  is growing fast and wanted to streamline how it reported advisor allocations of its hedge fund products back to the advisor in the most streamlined way to facilitate end-client reporting.

SOLUTION : ALTERNATIVES AGGREGATION

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

$12B MULTI-FAMILY OFFICE

CHALLENGE
Firm was having trouble scaling to service new clients and needed a re-think of their entire platform of  accounting, reporting, bill-pay and CRM systems.

SOLUTION : TOTAL WEALTH AGGREGATION

The firm adopted a data first strategy based on PCR aggregation and digital hub solutions as the centerpiece of deploying multiple new operating systems. A number of solutions were sourced from our partners because of their proven PCR integrations.

TOP PORTFOLIO MANAGEMENT SYSTEM

CHALLENGE
Tamarac recognized that many advisors were manually aggregating a growing number of hedge fund allocations.  They wanted to provide firms a scalable solution to efficiently automate the process.

SOLUTION : ALTERNATIVES AGGREGATION

PCR integrated eConsent into their platform and provided advisors an easy-to-enroll, secure and automated feed of their clients’ alternative investment data. 

$2B SINGLE FAMILY OFFICE

CHALLENGE
Largely dependent on spreadsheet and off-the-shelf software, the family wanted more controls  and a strategy to  ensure that  their data was safe and available to multi-generational family members.

SOLUTION : TOTAL WEALTH AGGREGATION

PCR’s total wealth aggregation and digital hub were deployed with an integration to their accounting system.  The family fully embraced Microsoft PowerBI-based reporting  and now delivers timely insights with almost no manual intervention.