Manage Fragmented Financial Data

Unify your investment data, automate reporting, and gain real-time visibility with PCR’s Financial Data Platform.

Managing fragmented financial data across multiple systems and sources can be time-consuming and error-prone, making it difficult to get a clear picture of your investments. PCR’s Financial Data Platform eliminates these challenges by seamlessly aggregating your data, automating complex reporting processes, and delivering real-time insights—all in one centralized solution. Whether you're handling data from custodians, alternative investments, or internal systems, PCR empowers you with the tools to make informed decisions faster and with greater confidence.

Top Challenges We Solve

Why Leading RIAs and Family Offices Trust PCR

Disconnected Custodians?

We aggregate data from 1000+ sources — custodians, banks.

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.

Manual Reporting Headaches?

Automate reporting and streamline your entire reporting pipeline.

Data Compliance Pressure?

Maintain security and audit readiness with our compliance-first infrastructure.

Integrations

We support 20+ integrations with leading wealth tech platforms and offer autonomous data delivery via APIs or custom extracts into your downstream systems.

Real-Time Aggregation

Custodial, banking, and alternative data — unified in one place.
Custom Extracts

Tailored exports for compliance, operations, and clients.
White-Labelled Dashboards

Impress clients with professional-grade, branded reporting.
API Connectivity

Connect easily to CRMs, planning tools, and custom apps.
Unmatched Security

SOC2-compliant, encrypted pipelines and user access control.

Struggling To Manage Fragmented Financial Data?

Top Challenges We Solve

What Makes PCR Different

A Purpose-Built Platform for Wealth Management Data

Ready to Make Data Work for You?