We Do More Than Aggregate!
Our investment in integration technologies and working with wealth tech leaders enables us to seamlessly deliver your data into critical reporting, accounting, performance and other systems.
Resellers
These firms embed PCR aggregation solutions in their wealth tech offering. No PCR contract required.
Referrers
These firms have developed and support PCR integrations and refer customers to PCR for direct relationships.
Integrations
These firms support custom and/or standard integrations that automate delivery into their systems
Wealth Management Platform
Integration
Fund Management Lifecycle
Referral Partner
RIA Platform
Integration
Wealth Management Platform
Reseller
Trust Accounting Platform
Reseller
RIA Platform
Integration
GL Accounting
Integration
RIA Platform
Reseller
Trust Accounting
Reseller
Family Office Wealth Management
Reseller
Wealth Analytics Integrations
Integration
Family Office Wealth Management
Reseller
CRM and Investor Communications
Referral Partner
GL Accounting
Integration
CRM and Workflow
Integration
Trust Management Platform
Reseller
Business Manager Operations
Reseller
Family Office Wealth Management
Reseller
Hedge Fund Platform
Integration
European Aggregator
Integration
GL Accounting Integrations
Reseller
Family Office Integration
Reseller
Wealth Advisor Solutions
Reseller