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Unlocking the Full Wealth Picture Through Multi-Custodial Data Aggregation.

As private wealth portfolios grow more complex, delivering a clear, consolidated view of client wealth becomes harder to scale. One large private wealth management team faced this challenge firsthand, managing more than 10,000 accounts across 100 custodians and 200 alternative managers. Disconnected data, unstructured PDF statements, and reporting errors made it difficult for advisors to see the full picture, limiting their ability to deliver a white-glove client experience and uncover new AUM opportunities.

Download the case study to learn how the firm partnered with PCR to normalize and reconcile data, digitize alternatives reporting, and create a single source of truth, ultimately transforming fragmented information into actionable insights that supported sustainable growth.

Top Challenges We Solve

Why Leading RIAs and Family Offices Trust PCR

Technology
Disconnected Custodians?
We aggregate data from 1000+ sources — custodians, banks.
Support
Manage Data Service for Alts
We collect, aggregate, and quality-check data from over 2,500+ liquid and illiquid managers, simplifying how you track, report, and analyse alternative assets.
Customization
Manual Reporting Headaches?
Automate reporting and streamline your entire reporting pipeline.
Accuracy
Data Compliance Pressure?
Maintain security and audit readiness with our compliance-first infrastructure.
Security and privacy
Integrations
We support 20+ integrations with leading wealth tech platforms and offer autonomous data delivery via APIs or custom extracts into your downstream systems.
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Ready to Make Data Work for You?

Let us show you how PCR simplifies your entire reporting process with one unified platform.

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