PRIVATE BANKS ARE USING TECHNOLOGY TO BETTER SERVE THEIR PRIVATE CLIENTS

PRIVATE CLIENT SPECIALISTS

PCR was founded by 40 families with average wealth of  $100M.  For 20 years we provided the expertise and technology to make sure that they had the total wealth view they could not get from anyone else.   During that time we developed unique aggregation, analytic and reporting capabilities.

NEW CHALLENGES. NEW TECHNOLOGY

Over the past two years we have completely re-invented how complex UHNW assets are gathered, reconciled, protected and integrated.  With 40-70% of Private Client assets in hard-to-aggregate illiquid investments, our ability to automate the delivery of clean data from 100,000s of valuation statements, capital calls and distribution notices is a critical asset.

FOCUSED ADVISOR CLIENT EXPERIENCE

Over one third of our business comes from serving the needs of Private Banks in the US, Europe and soon Asia.   All our Initiatives have one thing in common - our ability to help firms empower their teams to become Alpha Advisors by providing total wealth advice.

ENTERPRISE READY

Already trusted by major global private banks, we have proven our ability to satisfy the toughest security and privacy requirements, scale and be a creative partner in a world that does not always move in a straight line.  Our global data sharing and privacy tech is groundbreaking.

EXTENSIVE PARTNER NETWORK

There are over 20 technology firms integrated with our data.  We are wiring the UHNW eco-system by streamlining how data is shared and integrated.  For Private Banks this enables the firm to offer sophisticated clients additional leverage by integrating their data directly back into the family office or advisor systems.

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TOP 5 GLOBAL BANK
POWERS GLOBAL HELD-AWAY AGGREGATION FOR HUNDREDS OF ADVISORS

CHALLENGE
The Private Bank wanted to provide their advisor teams the ability to deliver consolidated client reporting and advice and recognized the difficulty in handling the complex assets and liabilities of their UHNW clients.

SOLUTION

PCR's unique privacy technology and enterprise scale delivered a secure platform to enroll, aggregate and deliver complex held-away client assets into the firm's wealth reporting infrastructure.

RESULT

PCR is the provider of wealth aggregation across multiple US and European Private Banks and Trust Businesses.