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.

Replaces the manual collection, reconciliation and re-entry of hedge fund, private equity and real estate assets with a fully automated service.

Supplements client investments you advise with  electronic and statement accounts held elsewhere to provide total wealth advice.

Combines your advised assets and held-away accounts into a normalized data set that provides a single source of truth.

TRUSTED, EXPERIENCED AND INNOVATIVE

Founded 15 years ago by wealthy families to solve their data reporting needs, we understand the unique needs  of wealthy families and their advisors.

Trusted by major private banks, advisors, trust companies, consultants, institutional managers, family offices and technology firms.

We deliver a technology enabled managed service that safely and affordably delivers consolidated data into your systems and processes.

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. 

400B

dollars of total assets aggregated 

60%

of assets aggregated are from illiquid asset classes

70%

of illiquids are reported on statements - not feeds

10k

hedge fund, private equity and other vehicles automated

85%

of statements reported are processed without human intervention

10

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.

PCR  provides a digital authorization platform covering all asset types.  This innovative technology replaces aging and dangerous credential sharing and screen scraping.

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

eCONSENT
Streamlines Authorization &
Eliminates Credential Sharing and Screen Scraping

100% COVERAGE
400+ Electronic Sources

20,000+ Manager Sources

& Your Internal Systems for No Asset Left Behind

ANALYSIS READY
Accounting-based transaction normalization and reconciliation down to tax lots

DELIVERED ANYWHERE
A customizable data layer delivering dozens of feeds, portal, api and application integrations.