HELD-AWAY AGGREGATION FOR ADVISORS

A More Complete and Higher-Quality Alternative to Credential Based Aggregators and Screen Scraping

BETTER DATA. BETTER ADVICE.

TOTAL WEALTH VIEW

The best advice comes from a complete knowledge of a client's investments. For decades you have solved held away aggregation using screen-scraping and manual processes to achieve this.  

THE LEGACY AGGREGATORS DELIVER INFERIOR DATA QUALITY

 Historically data is collected using  services that require clients to share their banking credentials and which use "screen scraping" to get the information from websites.  The process is unsafe, generally produces lower data quality and does not solve for entire asset classes such as alternatives.

 

THE HIGHER QUALITY SOLUTION

PCR aggregates from over 400 feed sources and has unique automated systems that collects data from over 15,000 alternative sources such as hedge funds, private equity and real estate.
 

BETTER AGGREGATION

Authoritative sources.  Safe consent.  All Asset Classes.

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 platorm 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 Advisors 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

READ

TRY A LIVE DEMO

powerbi.PNG

EXPLORE