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Custodial Agg

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https://www.pcrinsights.com/

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Solution introduction

Custodial Account Aggregation

With over 1,000 US and international feeds, we are a leading provider of institutional quality investment data

Institutional Feeds

  • 800 US institutions
  • 150 European institutions
  • 60 other international

Daily Processing

  • 120 normalized transactions
  • Asset/sector/geo coded
  • Full recon and quality control
  • Performance calculation ready

Daily Delivery

  • T+1 delivery for most sources
  • Feed and API options
  • 20 standard integrations

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