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Partner Directory

Network of Wealth Tech Companies Leveraging PCR Aggregation

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

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