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THE 5 DISCIPLINES
OF ALTS PROCESSING

Automation. People. Service.

1

Harvesting
100%

Reduction
i
n the time to collect statements, capital calls & notices from portals and emails.

PCR has developed automated harvesting technologies that collect information from thousands of alternative managers.   The technology provides consent, collection of documents from emails and portals, AI identification of document type and registered account association. Where technology cannot acquire documents, our operations teams manually capture. 

- 2,500 Managers Reporting

- 1,000+ Portals Scanned

- 10k+ Emails/Day

- 200-400 Docs/Hour

- Handles MFA/Passwords

- All documents harvested

2

3

4

Extraction

100%

Reduction
in the time to extract accurate & complete transaction data from collected documents.

PCR technology orchestrates multiple technologies to efficiently and accurately extract relevant transaction data from documents including OCR and NLP supported by AI and machine learning.  Workflows also ensure that if our machines need help that our teams intervene to deliver the highest quality data.

- AI for Doc Classification

- NLP/ML/OCR Extraction
- Real-time Remediations
- Multiple Human Checks
- Complex Use Cases

Quality
90%

Reduction
in
time spent verifying the accuracy of documents, extracted data and transactions.

PCR alternative aggregation services leverage our global transaction processing, reconciliation and quality control architecture to ensure that only accurate data is delivered to client's systems.   Our data operations team monitor any reported deviations and resolve prior 

- Doc Level Verification

- Historical Recon
- 90+ Quality Controls

- Account Staling

- Human Monitoring

Integration
100%

Reduction
in time spent manually entering data into
your reporting and accounting systems.

PCR is pre-integrated with over 20 wealth tech platforms and delivers custom solutions, APIs and a data warehouse capabilities.   In addition to transactions, all harvested documents can be renamed and structured for delivery to your systems.

- 20+ Vendor Integrations

- Custom Extracts

- Post-Extract Controls

- Documents Delivered

- Hosted Data Warehouse

5

Transparency
100%

Confidence
based on real-time status, service level reporting and collaboration tools.

PCR's transparency portal and operational workflows provide real-time tracking of every document, forecasted statements, accuracy of document processing and tools to securely collaborate on any issues.  Service levels for accuracy, timeliness, completeness and responsiveness reported in real-time.

- Operations Portal

- Enrollment Application

- Documents Explorer

- Service Level Reporting

- Service Requests

- Counterparty Information

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