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Aggregation Simplified

Over 25 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

+25
Vendor Integrations
+20
Custom Integrations
50%
Vendors are Resellers
+150
Vendor Firms Serviced

Proud to Partner With The Industry's Best.

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Wealth Management 
Integration

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Family Office Wealth 
Reseller

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Trust Accounting 
Reseller

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Family Office 
Reseller

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Trust Accounting
Reseller

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RIA Platform
Integration

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CRM/Investor Comms
Referral Partner

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GL Accounting
Integration

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Business Manager Ops
Reseller

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Wealth Analytics 
Integration

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GL Accounting 
Reseller

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Wealth Advisor 
Reseller

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Fund Management 
Referral Partner

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Wealth Management 
Reseller

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RIA Platform
Integration

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RIA Platform
Reseller

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Family Office Wealth 
Reseller

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Family Office Wealth 
Reseller

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GL Accounting
Integration

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Trust Management 
Reseller

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