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Held Away Agg

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https://www.pcrinsights.com/

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Solution introduction

Held-Away Account Aggregation

Combine Custodial and Alternatives Aggregation to supplement advised assets and provide consolidated performance reporting

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

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