Serving

Experienced. Trusted.

PCR delivers solutions to a broad range of wealth and investment management including the industry's leading technology firms.
shutterstock_15963142.jpg
Global Private Bank

Held-Away Aggregation
for Consolidated Reporting

Read More

A top 5 private bank's advisors were demanding consolidated reporting solutions to better serve their largest clients.   The manual processes they were using were time consuming, error prone and a burden to clients.   Automating held-away assets into the firm’s reporting platforms was an imperative.

PCR integrated its enrollment tech directly into the advisor desktop and streamlined the automation of complex alternative and other global positions directly into the firm’s online client experience.

shutterstock_1953455260.jpg
Alternatives Platform

Distribution to RIA Platforms
Alternative Aggregation

Read More

CAIS is growing fast and wanted to streamline how it reported advisor allocations of its hedge fund products back to the advisor in the most streamlined way to facilitate end-client reporting

PCR automated the aggregation of tens of thousands of hedge fund positions and streamlined multiple downstream integrations to advisor portfolio management systems.

shutterstock_1953455260.jpg
Portfolio Reporting 

Augmented Client Reporting with Automated Alternatives Aggregation

Read More

Wealth Tech firm recognized that many advisors were manually aggregating a growing number of hedge fund allocations.  They wanted to provide firms a scalable solution to efficiently automate the process.

PCR integrated eConsent into their platform and provided advisors an easy-to-enroll, secure and automated feed of their clients’ alternative investment data. 

shutterstock_1449841919.jpg
Investment Advisor

Data Consolidation
for Risk Analytics

Read More

A $20B UHNW Advisor wanted to expand their advised reporting capabilities with sophisticated risk and exposure analytics but struggled with normalizing data on client's held-away positions.

PCR consolidated their advised assets with a complete held-away solution to create a robust normalized dataset that became the foundation of a tightly integrated solution with their selected risk analytics vendor.

shutterstock_1953455260.jpg
Multi-Family Office

Integrate All Firm Systems
Total Wealth Aggregation

Read More

$15B Multi-Family Office was having trouble scaling to service new clients and needed a re-think of their entire platform of accounting, reporting, bill-pay and CRM systems.

The firm adopted a data first strategy based on PCR aggregation and digital hub solutions as the centerpiece of deploying multiple new operating systems. A number of solutions were sourced from our partners because of their proven PCR industry integrations

shutterstock_1953455260.jpg
Single-Family Office

Data Consolidation
to Achieve Data Independence
Total Wealth Aggregation

Read More

Largely dependent on spreadsheet and off-the-shelf software, the family wanted more controls and a strategy to ensure that their data was safe and available to multi-generational family members.

PCR total wealth aggregation and digital hub were deployed with an integration to their accounting system.  The family fully embraced Microsoft PowerBI-based reporting and now delivers timely insights with almost no manual intervention.