Private Client Resources
HQ Address
187 Danbury Road, Wilton, CT 06897, United States
Website Address
Business introduction
PCR is a private equity sponsored company making significant investments in re-inventing wealth aggregation
Our vision is to deliver safe, easy-to-implement and accurate financial aggregation services that will power the future of digital wealth management
+300 Firms Use PCR, +150,000 Investment Accounts, +500B Assets Processed, +3,000 Institutions and Managers
Automation with a passionate global operations teams delivers a full-service experience that enables you to focus on your core business - not collecting, reconciling and entering data.
The only aggregator combining custodial and alternative investment solutions
Our unified technology and operations platform delivers investment data across all asset classes and provides a single vendor solution to power the most challenging consolidated investment reporting applications.
Private Client Resources Solutions
Custodial Agg
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 ...
business needs
view solutionExtraction as a Service
Our Extraction Service retrieves content from your systems, manages extraction, quality control and delivers structured data into your systems....
business needs
view solutionFull Service Alts
Consent and harvesting Digital consent and LOA management Harvesting of 100% of documents Locations include portals, emails and file locations Solves for most multi-factor-authentication Extraction and reconciliation Extraction of transactions from documents Includes PDF's, XLS and password protected Transaction accounting reconciliation 40 additional quality and completion controls Online transparency Real-time operational transparency Secure collaboration Service level reporting Data and document delivery 20 pre-integrated and custom......
business needs
view solutionHarvesting as a Service
Our Harvesting services use advanced automation and operations teams to deliver fully tracked documents to your systems....
business needs
view solutionHeld Away Agg
Sources​ Eliminate dependency on low quality screen scraping Include alternatives in your client reports Expand coverage to less known custodians Processing Performance-ready data quality Normalized to your standards Delivered to 20 pre-integrated industry systems ...
