WEALTH DATA SHARING REIMAGINED
We had a chance to combine decades of experience with the best financial technology has to offer and have completely reimagined data aggregation. The result is a next-generation wealth data aggregation and data sharing platform that is rapidly being adopted by some of wealth management's most important companies.
A MODERN AGGREGATION ECO-SYSTEM
PCR technology has been built to not only provide a scalable data aggregation utility, but also to deliver data management and integration services that help firms enrich and streamline how their data is put to work in firm-wide systems. We produced many innovations along the way.
AUTOMATION OF NON-STRUCTURED CONTENT
60% of the data we process is for illiquid investments such as hedge funds, private equity, real estate and personal business interests. 75% of these assets are delivered by email and portals and in the form of a PDF or other non-structured content. We developed special technologies that allow us to ingest 85% of this information without human intervention.
ANALYSIS READY DATA
PCR uses an Accounting-Based Approach to aggregation which causes all activity to translate into transactions, coded with standard transaction codes regardless of source and associated with a robust, market-data-fed security master. The result is Data Quality and Consistency that can be used directly in other reporting and analytic systems.
400+ Electronic Sources
20,000+ Manager Sources
100% Coverage SLA
Firm Provided Feeds
Custom Firm Policies
60 Other Controls
PRIVACY AND SECURITY BUILT-IN
It is dangerous world and we focused heavily on development a technolopy-based approach to protecting your data.
We built the first Digital Consent platform for aggregation that does not rely on credential sharing or screen scraping. The process securely captures account information and produces Digital Letters of Authorization that do not have to be printed, signed, scanned or otherwise manually processed.
Personal data, account numbers and investment data are stored in separate data centers. This groundbreaking approach requires that three data centers be breached simultaneously to associate your information. Combined with best-in-class hosting, encryption and security practices, PCR is a platform of choice for many leading institutions and families.
Whether as required by GDPR or emerging privacy regulations in the US (California) we built data subject rights management into the platform from the start. Workflows support information requests, delete me, give me a copy of my data etc. Personal information may also be hosted within multiple regulatory jurisdictions (e.g. Switzerland, Canada).
Data destruction as the result of Ransomware Attacks is on the rise and threatens all wealthy families. In some regards these attacks are inevitable. The ability to seamlessly recover requires that data is safely replicated and isolated in multiple locations in ways that ensure that any single attack cannot permenantly loose data.
OPEN AND INTEGRATED
While many of our clients leverage our aggregation capabilities to populate their own systems, about 50% subscribe to our data management and data integration services.
A subscription service that provides a high-performance data warehouse populated in real time from Agg Hub. The data model provides a complete historical and extensible view of your data which can be accessed in a variety of ways including our web portal technology.
Client isolated hosted data warehouse
Accounts, Positions, Transactions, Securities, Lots
Overlay classifications and other information
Extend attributes of datasets
Organize accounts in hierarchies
Access performance flows
Visualize in web portal for firm MIS functions
Directly connect to Data Warehouse (e.g. PowerBI)
A subscription service which provides a powerful integration layer on top of the Digital Hub. The service delivers a configurable environment supporting API integration, pre-packaged integrations and the ability to develop custom extracts.
Digital Hub Extensibililty APIs
Digital Hub Investment Reporting APIs (30+)
Partner Pre-packaged Integrations (20+)
Custom Extract Designer
ALWAYS ON ANALYSIS READY DATA
Live Demo of PCR Data in Digital Hub Using Microsoft Power BI Demo
As a PCR aggregation client you receive access to a comprehensive online monitoring platform that provides critical insight into the quality and timeliness of the data we are processing on your behalf. This transparency tool is used by your operation teams and advisors to ensure client communications are accurate.