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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25+ 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.
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Wealth Management Platform
 

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Fund Management Lifecycle

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RIA Platform

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Wealth Management Platform

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Trust Accounting Platform

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RIA Platform

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GL Accounting

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Wealth Advisor Solutions

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Trust Accounting

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Family Office Wealth Management

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Wealth Analytics Integrations

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Family Office Wealth Management

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CRM and Investor Communications

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GL Accounting

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CRM and Workflow

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RIA Platform

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Business Manager Operations

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Family Office Wealth Management

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Hedge Fund Platform

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European Aggregator

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GL Accounting Integrations

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Family Office Integration 

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Wealth Management Platform

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Trust Management Platform