WEALTH DATA SHARING REIMAGINED
Over the past two years we had a chance to combine decades of experience with the best financial technology has to offer. The result is a next-generation wealth data aggregation and data sharing platform that is rapidly being adopted by some of wealth management's most important companies.
ANALYTIC READY DATA
PCR does more than collect and forward data. Our technology processes, reconciles and normalizes your data to the point it is ready for use in any reporting or analytic system.
PCR does not stop at great data. We provide an extensible data warehouse that enables you to shape your data and deliver it to dozens of internal systems and applications.
PCR has thought about the future. Our ground breaking privacy-tech and commitment to future proof how your data is collected and protected will become the new normal.
INNOVATE OR PERISH
PCR tackled and solved for many industry challenges head-on and created a global data sharing
utility that will re-shape how investment data is collected, managed and put to work. We are on the forefront of machine learning based-automation, digital authorization, privacy and enterprise integration.
A MODERN AGGREGATION ECO-SYSTEM
PCR technology has been built to not only provide a scalable data aggregation utility, but also to deliver data management and integration services that help firms enrich and streamline how their data is put to work in firm-wide systems.
WE CURATE BEAUTIFUL DATA
PCR technology has been specifically designed to convert disparate investment information into analysis ready data that can be immediately used without manual intervention.
400+ Electronic Sources
20,000+ Manager Sources
100% Coverage SLA
Firm Provided Feeds
Custom Firm Policies
PRIVACY BY DESIGN IS A REAL THING
We started by creating the first eConsent platform for obtaining data without credential sharing. We then designed data storage technology that segregates who you are, from data about you and the information that links the two together. We are passionate about privacy and implemented all core GDPR principals. Finally, we wrapped this architecture in the best security practices to create a global strategy for data sharing.
NOT JUST A BLACK BOX
As a PCR aggregation client you receive access to a comprehensive online monitoring platform that provides critical insight into the quality and timeliness of the data we are processing on your behalf. This transparency tool is used by your operation teams and advisors to ensure client communications are accurate.
Sample Publishing Dashboard
HELPING PUT YOUR DATA TO WORK
Digital Hub is an opt-in service that provides a high-performance data warehouse populated in real time from Agg Hub. The data model provides a complete historical and extensible view of your data which can be accessed in a variety of ways including our web portal technology.
Client isolated hosted data warehouse
Accounts, Positions, Transactions, Securities, Lots
Overlay classifications and other information
Extend attributes of datasets
Organize accounts in hierarchies
Access performance flows
Visualize in web portal for firm MIS functions
Directly connect to Data Warehouse (e.g. PowerBI)
"Always-On Analytic-Ready Data"
Live Microsoft Power BI Demo
Connect Hub is an opt-in service which provides a powerful integration layer on top of the Digital Hub. The service delivers a configurable environment supporting API integration, pre-packaged integrations and the ability to develop custom extracts.
Digital Hub Extensibililty API's
Digital Hub Investment Reporting API's (30+)
Partner Pre-packaged Integrations (20+)
Custom Extract Designer