Partnering
Aggregation Simplified
Over 20 Leading Wealth-Tech Companies Have Enhanced Their Client Experience by Integrating PCR Aggregation Services
Outsourced Aggregation
May Be Your Competitive Advantage!
For most wealth tech firms, building and supporting data feeds is a cost center - not a differentiator. And most providers do not provide alternative data solutions. Our reseller and integrator programs enable you to leverage PCR's scale and focus your resources on your core value proposition and clients.
Reseller Program
Embed PCR aggregation solutions in your wealth tech platform. Provide superior data quality, broader coverage and automation of alternatives - while reducing the cost of developing your own feeds.
- Branded operations portal and enrollment
- Single Sign-on from your application
- Favorable discount schedule
- Customized integrations
Integrator Partners
Enhance the value of your solution by supporting a proprietary or customized PCR integration. Promote the openness of your solution and commitment to streamlining the client's data management process.
- Customized integration
- Co-marketing
20+ Integrations. 150+ Firms Serviced.
All partners have in common a robust daily integration of PCR aggregated data to power their respective wealth-tech solutions. 60% of partners are resellers embedding our service in their solution.
For clients of our service, pre-packaged integrations streamline the aggregation process.
Wealth Management Platform
Integration
Fund Management Lifecycle
Referral Partner
RIA Platform
Integration
Wealth Management Platform
Reseller
Trust Accounting Platform
Reseller
RIA Platform
Integration
GL Accounting
Integration
RIA Platform
Reseller
Trust Accounting
Reseller
Family Office Wealth Management
Reseller
Wealth Analytics Integrations
Integration
Family Office Wealth Management
Reseller
CRM and Investor Communications
Referral Partner
GL Accounting
Integration
CRM and Workflow
Integration
Trust Management Platform
Reseller
Business Manager Operations
Reseller
Family Office Wealth Management
Reseller
Hedge Fund Platform
Integration
European Aggregator
Integration
GL Accounting Integrations
Reseller
Family Office Integration
Reseller
Wealth Advisor Solutions
Reseller