PARTNERS

Our valued partners all have in common that they have integrated PCR data into their offerings.   This in turns enables their clients to benefit from one or more of our wealth aggregation services with little or no integration requirements.  We are currently partnering with 4-6 new local and global wealth-tech firms every quarter.

Accounting for Family Offices and Business Managers

PCR Services:
Marketable and Alts Agg
USA​

Performance reporting and General Ledger for Family Offices.

PCR Services
Marketable and Alts Agg
USA

Bloomberg Portfolio and Risk Platform.

PCR Services
Integration Partner
Global

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Wealth Management Portfolio Management and Reporting

PCR Services
Marketable and Alts Agg
Middle East

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Trust Accounting and Wealth Management Solutions.

PCR Services
Marketables Agg
USA

Wealth Reporting specifically designed for Owners and their Families.

PCR Services
Marketable and Alts Agg
Switzerland

Alternative Investment Platform for Advisors and Banks

PCR Services
Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Wealth Management including aggregation, analytics and performance reporting.

PCR Services
Alternatives Agg
USA

Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Portfolio Management solutions for advisors and asset managers.

PCR Services
Integration Partner
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Collectables Management, Analysis and Reporting

PCR Services
Integration Partner 
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

Alternative Investment and Accounting Solutions

PCR Services
Marketable and Alts Agg
USA

dynamo.png