Trusted. Innovative.
PCR delivers solutions to over 300 firms across the wealth and asset management industry including the industry's leading technology firms.
Global Private Bank
Held-Away Aggregation
for Consolidated Reporting
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.
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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.
Multi-Family Office
Integrate All Firm Systems
Total Wealth Aggregation
$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.
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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
Single-Family Office
Data Consolidation
to Achieve Data Independence
Total Wealth Aggregation
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.
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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.
Investment Advisor
Data Consolidation
for Risk Analytics
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.
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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.
Portfolio Reporting
Augmented Client Reporting with Automated Alternatives Aggregation
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.
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PCR integrated eConsent into their platform and provided advisors an easy-to-enroll, secure and automated feed of their clients’ alternative investment data.