New York, NY, September 10, 2026 – PCR Insights, a financial data aggregation and reporting company serving wealth managers, family offices, trust companies, wealthtech and institutional investors, today unveiled its enhanced reporting offering, giving clients new ways to analyze, visualize and present the investment data PCR aggregates, reconciles and validates through its platform.
The enhanced offering represents the next evolution of PCR's reporting capabilities, providing a more seamless connection between the company's aggregation capabilities and the ways clients analyze and report on complex portfolios spanning public and private investments.
"In conversations with our clients, we consistently heard that they wanted more flexibility in how they use and present the investment information available through the PCR platform," said Ranjan Mishra, CEO of PCR Insights. "This next generation of reporting capabilities grew directly from that feedback, giving clients a more seamless way to move from complex fragmented information to clear, actionable insights."
While PCR is widely known for its data aggregation capabilities, reporting has long been a core part of its offering. The enhanced reporting experience builds on that foundation, giving clients more ways to analyze, visualize and present the trusted data already available through PCR. Behind every report is data already collected daily from custodians, fund administrators and other sources, then reconciled and verified. For private and alternative investments, capital calls, distributions and valuations are extracted directly from fund documents, including K-1s, helping reduce manual entry and create a more complete view of the portfolio.
"The goal is to give clients greater flexibility without prescribing how or where they report," said Minar Mujumdar, Vice President, Customer Success and Client Operations at PCR Insights. "These enhanced capabilities give clients another way to put their aggregated and validated information to work while preserving the flexibility to use the reporting and technology solutions that best fit their business."
The expanded offering adds capabilities designed to address the complexity of reporting across public and private investments, including:
The expanded reporting capabilities are available now to PCR's existing client base and firms evaluating its financial aggregation solutions. To learn more, visit https://www.pcrinsights.com/portfolio-reporting.
PCR Insights is a leading provider of financial aggregation solutions to the wealth and investment management industry, serving more than 300 clients including some of the world's largest private banks and advisors. The company aggregates alternative investments from more than 5,000 managers and custodial accounts from more than 1,000 institutions, and partners with more than 20 wealth-tech firms to deliver aggregated data into the industry's reporting, portfolio management, account, and CRM systems. PCR is headquartered in Wilton, Connecticut, with additional offices in Rotterdam, Mumbai, and New York. For more information, visit https://www.pcrinsights.com.
Scott Braswell
Launchpad Creative LLC, on behalf of PCR Insights
Scott@Launchpadcreativellc.com
704-609-6586