To Our Clients, Partners and Friends,


.We are very excited to host our third annual client conference and happy to confirm record breaking attendance.

The agenda will focus primarily hearing from customers and partners on a range of topics including how they are using technology to cope with the every evolving demands of regulation and changing client expectations.

If you have not confirmed please contact:

Brian Shapiro

All of us here at PCR are looking forward to the chance to spend some time together.

Very best regards,

Bob Miller,

CEO and Vice Chairman



810 Seventh Avenue,  23rd Floor

New York, NY 10019

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Registration and Lunch

Opening Remarks and Welcome

Bill Hiza, SVP Client Experience

Business Update


Bob Miller, CEO and Vice Chairman

All of us are working hard to help our firms adapt and excel in the new digital paradigms.  As your partner we have focused on investing in what we believe the foundation of digital success -- great data.  Never more has our dependency on data been greater.  We look forward to sharing our vision and the tangible the real benefits we bring to your firm today and down the road.

Product Update

Bill Hiza, SVP Client Experience

We initiated multiple programs to ensure that our clients have a voice in shaping our direction. 

Rob Neville, CTO - Technology Roadmap

Our new technology investments in data aggregation will merge with our trusted reporting platform this year bringing a modern user experience that matches the flexibility of UHNW reporting capabilities.   All clients will benefit from our industry leading views on privacy and scalability.

Adam Carta, COO - Our Products in Action

Our investments will change your business.  We will demonstrate how automation, transparency, service level management, extensibility and governance will solve real problems.

Break and Networking

Client Feedback


Theresa Pratt, CSO, Market Street Trust Co.

Security and privacy are top of mind for most clients.  Hear from Ms. Pratt on strategies her firm are using to combat constant concerns about security threats.

Your Peers on Adopting New PCR Products

  • Hillview Captital

  • Offit Capital

  • Eagle Bay Advisors

  • Argos Capital

  • Lake Street Advisors

A panel discussion on the the opportunities and challenges our clients face, how together our new technologies are being adopted within their business to help them grow.


Partnering for Success



Brian Shapiro, Chief Strategy and Marketing Officer  - Partner Update

Surprise Key Note Partner

Hear thoughts on the role of data in the digital age and this firms partnership with PCR to bring a modern solution to thousands of advisors.

Partner Panel - Integrating to Enable Growth

  • FundCount

  • HWA

  • Risclarity


We strive to be a company that our partners can trust with their long-term future and success. Our commitment to working industry leading technology providers has led to nearly two dozen new integrations this past year. Hear why these groups  believe a sustainable wealth data utility benefits advisors and families.


Peer-to-Peer Interactive Round-Tables


Moderated by:  Paul McKibbin, Executive Director & National Technology Lead,

Ernst &Young LLP Americas , Family Office Advisory

This great networking opportunity puts you with your industry peers to discuss hot topics and encourage the sharing of ideas, business best practices, and talk amongst your industry colleagues.  Topics include:

  • Privacy and Security 

  • Efficiency and Cost 

  • Client Experience

Getting Your Feedback


Bob Miller, CEO and Vice Chairman

A strongly received session last year was an open and challenging discussion of our performance, strengths and areas for improvement.  Your feedback will again be instrumental in shaping our 2019 plans.

Closing Remarks


Josh Fidler,  Chairman

Networking & Cocktail Reception