A NEW WEALTH DATA UTILITY

Today's wealth management practice is powered by technologies that rely on data.  But it seems almost every firm struggles to get this critical asset under control.  Everyday, PCR quietly delivers high-quality investment data to discerning firms embracing the digital age.

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ALTERNATIVES AGG

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HELD-AWAY AGG

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TOTAL WEALTH AGG

A DATA FIRST APPROACH

 

Client Reporting, web portals and advisor desktop projects are routinely delayed or unsuccessful because of their utilization of flawed data.  PCR helps firms develop an independent strategy to manage client data that can be trusted across all of a firm's systems.  We call this Data First.

eConsent
Streamlines Authorization &
Eliminates Credential Sharing and Screen Scraping

100% Coverage
400+ Electronic Sources

20,000+ Manager Sources

& Your Internal Systems

Analytic Ready
Accounting-based transaction normalization and reconciliation down to tax lots

Delivered Anywhere
A customizable data layer delivering dozens of feed, api and application integrations

1-3 EMPLOYEES PER BILLION

That is the resources our market research has suggested is the internal cost of collecting, analyzing, recording, reconciling and reporting on alternatives and other statement-reported accounts.

ALTERNATIVES AGGREGATION

PCR automates +80% of complex valuation statements, capital calls, distribution notices and K-1's.  What we can't automate, we have people to do for you.  Get your team back to work on high-value activities, not maintaining spreadsheets.

 

ARE YOU THE NEXT ALPHA ADVISOR?

 

Comprehensive trusted advice comes from having a complete picture of a client's wealth.  Since a portion of these assets are invested elsewhere, a consolidated wealth report places you, the advisor, in a position to provide this trusted service.

HELD AWAY AGGREGATION

PCR helps Private Banks and other Advisors focus on a total wealth experience by gathering the client's held-away account data.  They ingest PCR provided data into their portfolio management and reporting systems to deliver their clients a total wealth view.  
 

 

That is what many firms believe the internal cost of collecting, analyzing, recording, reconciling and reporting on alternatives and other statement-reported accounts.

A SINGLE SOURCE OF TRUTH

Many firms define collecting data as aggregation.  We believe it is only after disparate sources are cleansed, reconciled and normalized to the point of analytic readiness that data becomes trusted.  And once trusted, a single source of truth only after it has been efficiently shared with every system in the firm.
 

TOTAL WEALTH AGGREGATION

PCR curates your client's held-away assets and combines this data with assets you manage. We surface this data in a secure hosted data warehouse.  We give you the tools to customize and extend this information. We then provide pre-packaged integrations, API's and custom feeds to put this data to work throughout your firm.

SCALABLE, TRANSPARENT, SECURE

PCR is pioneering a new generation of privacy technology.  We are going beyond trusting companies to "do the right thing" towards an eco-system that uses technology to ensure that your most sensitive information is protected.