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.
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.
Streamlines Authorization &
Eliminates Credential Sharing and Screen Scraping
400+ Electronic Sources
20,000+ Manager Sources
& Your Internal Systems
Accounting-based transaction normalization and reconciliation down to tax lots
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.
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.