PRIVATE CLIENT ADVISORS

Helping Leading Private Banks and Advisors
Become Their Client's Alpha Advisor 

BUILDING YOUR ALPHA ADVISOR PLATFORM

CONSOLIDATED REPORTING IS CENTRAL

The battle to become a family’s Alpha Advisor is  based on the ability to be the one Advisor that has the deepest knowledge of a Family’s investing activities and is trusted to advise on the big decisions.  Consolidated reporting across advised and held-away assets is a central capability. 

CURRENT PROCESSES ARE INADEQUATE

Today many advisors manually provide consolidated reporting, including requiring their clients to send statements and other materials on a regular basis.  The process is unsecured, unaudited and time consuming for both advisor and client.

 

ENTERPRISE DATA SHARING IS THE SOLUTION

In the age of GDPR, a safe and compliant strategy to safely obtain client's consent, efficiently aggregate and integrate held-away assets into the firm’s reporting systems is now a mandatory component of a modern Private Client Platform.
 

CONSOLIDATED REPORTING CHALLENGE

Above all else, Consolidated Reporting Requires a Consistent High Quality Stream of a Client's Investment Data.

SAFE 

Our Digital Consent, Tokenized Storage and Data Subject Management technologies ensure full compliance with current and emerging privacy regulation while streamlining client experience.  Combined with our unique Privacy Tech our platform is Enterprise ready.

ACCURATE

In addition to 400 Electronic Sources, we automate the aggregation of the 50-70% of a Private Client’s portfolio in illiquid statement reported assets.  Our normalization and recon processes deliver reporting ready data.

FLEXIBLE

Our aggregation, workflow, publishing and support processes are designed to be customized to reflect the policies of firm including data quality, normalization and client interactions.

ENTERPRISE READY

Designed to integrate directly into firm systems, we support single-sign-on (SSO) integration APIs’, real-time service level transparency and custom feeds to your firm’s data warehouse and reporting systems.

A TURNKEY PLATFORM FROM PCR

A Modern Platform of Aggregation Built for Private Banks that Integrates High-Quality Held-Away Data with Consolidated Reporting Solutions.

THE PCR ADVANTAGE

PCR is Uniquely Positioned to Provide the Quality Client Data Needed to Power Your Consolidated Reporting Program.

NO ASSET LEFT BEHIND

400 Feed Sources
15k Managers
Statement Automation
All Asset Classes
Specialists in Illiquids
Growing International Feeds

ANALYSIS READY DATA

Accounting-Based Process
Transaction Normalization
Independent Recon
60 Quality Checks
Market Data Enriched
Custom Reference Data

PRIVACY FIRST ARCHITECTURE

Best Practice Security
Multiple Layers of Encryption
Tokenized architecture
Hardened Recovery 
Trusted by Largest Banks
Regulatory Compliance

OPEN AND INTEGRATED

Open Database Design
Leverage any 3rd Party Tools
Pre-packaged Integrations
Create Custom Feeds
100s of APIs
Data Sharing Tools

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