PCR is satisfying wealth management advisors need for high-quality to power their digital client experiences.
A doubling of our team and leadership, proven innovations and growth to over 500B in assets aggregated have positioned us as the leading financial aggregator for wealth management.
The acquisition provides a great team in the Netherlands, 100's of European feeds and a global service model.
New options to improve how you collect, extract, reconcile and deliver information on your alternative investments.
How private banks are integrating data and digital wealth solutions into the high-trust private client relationship.
Security breaches do not have to become privacy breaches. Learn more about PCR global privacy technology.
Multiple advisors, multiple systems, many investments - where is the source of truth of a family's wealth and who should control this information?