We re-invented aggregation technology from the ground up to address key challenges of other approaches. Our focus continues to be ease-of-implementation, safety, scale and integration. The results have produced a compelling alternative for firms choosing to focus on their core business and outsource aggregation to PCR.
STREAMLINE ENROLLMENT AND CONSENT
We developed the first Digital Letter of Authorization (LOA) platform to safely manage consent and the release of data from Managers and Custodians. The process eliminates the manual and error prone process of printing, signing, scanning and emailing of sensitive information.
Your teams easily select from over 600 feed sources and 50,000 tracked fund vehicles (or identify new ones) and complete a simple form to automate the generation of Letters of Authorization.
Once entered, the app creates a “Smart-LOA” which contains any manager/institution content or addendums. The document is sent to signers and then manager using Docu-sign.
AUTOMATE NON-STRUCTURED DATA SOURCES
Over 50% of private client assets are in illiquid investments such as hedge funds, private equity and real estate. We invested heavily in technologies to automate the entire lifecycle of statement based processing. Today 85% of these positions are processed without human intervention.
ACCOUNTING-BASED, ANALYTIC-READY DATA
PCR uses an Accounting-Based approach to aggregation which causes all activity to translate into transactions, coded with standard transaction codes regardless of source and associated with a robust, market-data-fed security master.
The result is data of a quality and consistency that can be used directly in other reporting and analytic systems.
Security best-practices protect your data and systems from a wide range threats. We went beyond these standards and implemented technologies that assume systems can be breached and focused on ensuring that even in those events our clients privacy was protected. The architecture provides compliant consent technologies, data subject management tools and a tokenized architecture that makes it very difficult to associate a person, their accounts and the details of their investments.
We collect, normalize and reconcile data from over 600 custodial sources and any illiquid investment for the purpose of delivering this data into a firms' critical investment and accounting systems. We have developed a network and partners that support 20+ common industry integrations, standard extracts and a powerful set of APIs to ensure that data can be easily integrated with critical systems.
As a PCR Aggregation customer you receive access to the Transparency Portal which provides a complete view of every aspect of the aggregation process including monitoring enrollment, data delivery, quality and support interactions.
GLOBAL SCALE AND OPERATIONS
With our recent acquisition in Europe we now have the most significant global feed plant and support follow-the-sun operations. Combined with our Privacy Architecture and support for regional privacy regulations such as GDPR, we are an ideal partner for global private banks and other advisors serving clients on a global basis.
PROVEN AND EXPERIENCED
PCR is trusted by the world's most prominent private banks, advisors, wealthy families and wealth technology providers. With 20 years plus experience, a modern technology-based approach and strong backing, we are proven partner with a track record of delivering.