TOTAL WEALTH AGGREGATION
Through innovation and automation we aggregate even the hardest to aggregate asset classes, including those reported on statements, to ensure there is No Asset Left Behind.
TRUSTED, EXPERIENCED AND INNOVATIVE
TECHNOLOGY ENABLED MANAGED SERVICE
We have re-defined wealth aggregation and produced technologies that streamline data from the moment of consent through delivery into your systems, third-party tools and databases.
EXPERTS IN ALTERNATIVE INVESTMENTS
We are the only aggregator specializing in hard-to-aggregate illiquid investments. Our ability to handle valuations, capital calls, notices and other unstructured content is a key innovation critical to clients with large allocations to these asset classes.
dollars of total assets aggregated
of assets aggregated are from illiquid asset classes
of illiquids are reported on statements - not feeds
hedge fund, private equity and other vehicles automated
of statements reported are processed without human intervention
minutes to fully automate any new vehicle or statement
STATEMENT AUTOMATION TECHNOLOGIES
We have developed straight through processing technologies that handle hundreds of thousands of reporting events. These technologies are supported by trainined financial analysts and automation experts who resolve errors and breaks to deliver the highest quality data.
USHERING IN A NEW ERA IN GLOBAL DATA SHARING
PCR looked to the future with a Privacy-First architecture focused on protecting personal information leveraging pseudonymization and other segregation techniques that ensure sensitive data is protected against security breaches.
With capabilities to store Personal Information in the jurisdiction of origin, we help major Private Banks satisfy both the privacy sensitivity of their clients but also the growing weight of global privacy regulation.
ENTERPRISE DATA MANAGEMENT SOLVED
In addition to delivering beautiful data into your systems, we offer a complete data management solution (Digtial Hub) that provides an enterprise class data warehouse solution.
POWERING DIGITAL WEALTH TRANSFORMATION
Some of the industry's most important technology companies have adopted PCR as their aggregation partner. Some are emerging and some well established, but all have concluded that a PCR partnership delivers competitive advantage for their customers and their business. All our clients benefit from these integrations allowing their data to be easily streamed into the platforms of their choice.
EXPERIENCE THE PCR DIFFERENCE
Streamlines Authorization &
Eliminates Credential Sharing and Screen Scraping
400+ Electronic Sources
20,000+ Manager Sources
& Your Internal Systems for No Asset Left Behind
Accounting-based transaction normalization and reconciliation down to tax lots
A customizable data layer delivering dozens of feeds, portal, api and application integrations.