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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

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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.
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Wealth Management Platform
Integration

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Fund Management Lifecycle
Referral Partner

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RIA Platform
Integration

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Wealth Management Platform
Reseller

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Trust Accounting Platform
Reseller

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RIA Platform
Integration

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GL Accounting
Integration

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RIA Platform
Reseller

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Trust Accounting
Reseller

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Family Office Wealth Management
Reseller

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Wealth Analytics Integrations
Integration

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Family Office Wealth Management
Reseller

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CRM and Investor Communications
Referral Partner

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GL Accounting
Integration

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CRM and Workflow
Integration

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Trust Management Platform
Reseller

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Business Manager Operations
Reseller

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Family Office Wealth Management
Reseller

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Hedge Fund Platform
Integration

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European Aggregator
Integration

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GL Accounting Integrations
Reseller

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Family Office Integration 
Reseller

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Wealth Advisor Solutions
Reseller

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