NEWS AND MEDIA

February 2020

GRMA SELECTS PCR AS ITS PARTNER FOR DATA AGGREGATION

New partnership will ensure clients have full confidence in their data and reports across all investments.

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September 2019

A GAP IN HIGH-TECH FOR UHNW ADVISORS AND FAMILIES

Bob Miller, CEO sharing thoughts on why wealthy families are behind the curve on wealth tech.

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July 2019

FINANCIAL PLANNING REPORTS ON IN|VEST PRIVACY DISCUSSION

Even a 28th Amendment was discussed as GDPR-Like regulations approach the US.

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May 2019

TWO FINTECH FIRMS PROVIDING TOOLS FOR THE UBER WEALTHY

InvestmentNews Contrasts PCR and Addepar's views on the needs of UHNW Clients.

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March 2019

CHOOSING THE RIGHT TECH AND DATA PRIVACY STRATEGY

Bob Miller speaking on FWR panel about the importance of taking privacy seriously.

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September 2018

FUNDCOUNT SELECTS PCR AS AGGREGATION PARTNER

Very excited about our partnership with Fundcount and their leading fund accounting platform.

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May 2018

BOB MILLER ON GDPR AND WHY EUROPE MAY HAVE IT RIGHT.

GDPR-like regulation is inevitable. We need to invest in post-GDRP global data sharing technologies.

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May 2018

HWA INTERNATIONAL ADOPTS PCR FOR AGGREGATION

Our partnership with HWA will deliver data to the firm's 100s of trust company customers.

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December 2016

BOB MILLER FINTECH VETERAN APPOINTED CEO AND VICE CHAIRMAN

With renewed vision and investment PCR takes on global data sharing and digital wealth data needs.

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January 2020

DATAFACTION SELECTS PCR FOR AGGREGATION
 

PCR is excited to be providing the aggregation power behind AgiLink.

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September 2019

NEW C-SUITE EXECUTIVES AT PCR

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Leadership roles at PCR driving expansion and new technologies.

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June 2019

REPORTS ON PCR FUNDING AND OUR IMPORTANCE TO RIAs

Always colorful RIABiz get's most of it right in their recent coverage of PCR and our aggregation solutions.

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May 2019

PCR ANNOUNCES PE FUNDING AND NEW GLOBAL CAPABILITIES

Thanks to our employees, clients, partners and shareholders for supporting this milestone.

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October 2018

RECORD ATTENDENCE
AT OUR NEXT|2018 CONFERENCE 

We thank our clients, partners and friends for attending this year's client conference.

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September 2018

ALTARETURN PARTNERS WITH PCR FOR AGGREGATION 

Our partnership with AltaReturn is already serving multiple family offices and advisors.

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May 2018

DYNAMO PARTNERS WITH PCR FOR DATA AGGREGATION

Dynamo is a leader in investor CRM applications and our partnership will streamline data into their system.

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December 2017

PCR TAPS INDUSTRY VETERAN BRIAN SHAPIRO FOR STRATEGY ROLE

PCR has appointed Brian Shapiro to lead the development of client technology strategies and alliances.

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November 2019

ALWAYS-ON ANALYTIC-READY DATA ENHANCEMENTS

New Digital Hub Capabilities, Datasets  and PowerBI Demonstrations Announced.

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August 2019

PRIVATE WEALTH SYSTEMS PARTNERS WITH PCR

Companies announce full integration and partnering in European opportunities.

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June 2019

CAIS ENHANCES PLATFORM EXPERIENCE WITH PCR

We are excited about the work we are doing to help advisors efficiently allocate alternative investments.

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April 2019

PCR ANNOUNCES NEW PRIVACY-TECH ENHANCEMENTS

Bob Miller speaking on FWR panel about the importance of taking privacy seriously.

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October 2018

TAMARAC PARTNERS WITH PCR FOR ALTS AGGREGATION

Tamarac Partners with PCR to offer 1,200 Tamarac Advisors Steamlined Alternatives Aggregation.

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June 2018

ASSETVANTAGE SELECTS PCR AS AGGREGATION PARTNER

Looking forward to our partnership with AssetVantage team providing GL-Based Family Office tools.

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February 2018

PCR PARTNERING PROGRAM LAUNCHES WITH A BANG.

New Partners.  New Assets Aggregated. A great start to our newly launched partner program.

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December 2017

FINANCIAL PLANNING COVERS PCR VIEW OF SERVING UHNW CLIENTS

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We talked about our experiences including the complex assets we aggregate on our platform.

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