SVP Partnering & Strategy
New partnership will ensure clients have full confidence in their data and reports across all investments.
Bob Miller, CEO sharing thoughts on why wealthy families are behind the curve on wealth tech.
Even a 28th Amendment was discussed as GDPR-Like regulations approach the US.
InvestmentNews Contrasts PCR and Addepar's views on the needs of UHNW Clients.
Bob Miller speaking on FWR panel about the importance of taking privacy seriously.
Very excited about our partnership with Fundcount and their leading fund accounting platform.
GDPR-like regulation is inevitable. We need to invest in post-GDRP global data sharing technologies.
Our partnership with HWA will deliver data to the firm's 100s of trust company customers.
With renewed vision and investment PCR takes on global data sharing and digital wealth data needs.
PCR is excited to be providing the aggregation power behind AgiLink.
Leadership roles at PCR driving expansion and new technologies.
Always colorful RIABiz get's most of it right in their recent coverage of PCR and our aggregation solutions.
Thanks to our employees, clients, partners and shareholders for supporting this milestone.
We thank our clients, partners and friends for attending this year's client conference.
Our partnership with AltaReturn is already serving multiple family offices and advisors.
Dynamo is a leader in investor CRM applications and our partnership will streamline data into their system.
PCR has appointed Brian Shapiro to lead the development of client technology strategies and alliances.
New Digital Hub Capabilities, Datasets and PowerBI Demonstrations Announced.
Companies announce full integration and partnering in European opportunities.
We are excited about the work we are doing to help advisors efficiently allocate alternative investments.
Tamarac Partners with PCR to offer 1,200 Tamarac Advisors Steamlined Alternatives Aggregation.
Looking forward to our partnership with AssetVantage team providing GL-Based Family Office tools.
New Partners. New Assets Aggregated. A great start to our newly launched partner program.
We talked about our experiences including the complex assets we aggregate on our platform.