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A Major Milestone

PCR is proud to share that we now have over 250 firms that use PCR to power their investment reporting and decision-making needs. We are very thankful for the trust and confidence our clients and partners have placed in us to support this milestone.

Learn how private banks, advisors, families and wealth-tech firms are leveraging PCR aggregation services.

What is Driving Our Expansion?

Growth from 80 firms to 250 firms in less than 2 years.


Our success is centered on fulfilling our mission to provide a safe and easy-to-implement service to aggregate even the hardest to aggregate investment data.  Reliable data is at a premium in today's digital wealth revolution.   PCR provides a proven and globally available data aggregation service for the most demanding advisors, families and wealth-tech firms.

PCR has re-invented investment data aggregation from the ground up to safely deliver reconciled data for marketables and alternatives from any source and jurisdiction.