Private Client Resources (PCR)
Private Client Resources (PCR) helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.
PCR combines 20 years’ experience and a reimagined technology platform to provide secure global data sharing specifically designed to address the challenges of the family office. We understand and have automated many of the complexities of family wealth including hard-to-aggregate illiquid investments, complex family ownership and the overwhelming need for privacy.
What sets PCR apart?
"PCR is a trusted global provider to hundreds of families, major private banks and wealth-tech firms helping transform how they manage their sensitive data."
Robert Miller
Product
Get an overview of what this software does.
Main tasks
- Data aggregation
- Data management
- Data warehouse
Top features
- Digital consent safely streamlines authorization
- 500+ feed sources and any statement source
- Automated statement/capital call/distribution processing
- Accounting-based approach delivers analytic ready data
- Pre-packaged integrations stream data into your accounting, reporting and other systems
- Ground-breaking privacy tech ensures your data is safe
- Full-transparency and control through online portal monitoring tools.
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high value jewelry)
- Business interests
- Hedge funds
Compliance
- GDPR
- PSD2
Whitelabel
- Yes
Type Of Software
SaaS
Security
- Pseudonymized architecture separates personally identifying information from investment data
- GDPR compliant processing
- SOC-2 compliance
- Best practices security management, encryption and data handling
Ecosystem
- Microsoft
Integrations
- AllVue
- Tamarac
- Addepar
- Private Wealth Systems
- Risclarity
- Asset Vantage
- Black Diamond
- Orion
- GRMA
- HWA
- Datafaction
- Finartis
- D1G1T
- Salesforce
- 10+ other private labels
Mobile App
- No
Accuracy
- Full normalization to 124 standard transaction codes
- Independent transaction history reconciles reported data
- External reference data for classification and other enrichment
- Independent pricing sources on marketable securities
- Automated reconciliation processes
- 60+ quality checks before publishing
- Base/local conversion (multi-currency support)
Custodians
- 580 Institutions (US and Europe)
Multi-currency
- Set multiple base currencies
- Separate holding level p&l from currency p&l based on transaction data
Cost structure
- Annual fee per account/position
Average cost p.a.
- SFO: $10-30k
- MFO: $25-100k
- BANK: $200k – 1 million
Category
Data Aggregation
Country
United States of America
Robert Miller
United States of America
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 50-100
Founded
- 2002
Ownership
- Owned by management
- Key staff also have ownership
- External investors
Incorporated
- United States of America
Locations
- Wilton
- New York
- Amsterdam
Top markets
- United States of America
- Switzerland
- Canada
- United Kingdom
Total AUM
- $500 billion
Focus
- Banks
Serves also
- Single-family offices
- Multi-family offices
- Financial advisors
- Individual wealth owners
- Wealth tech providers
Number
- 140
Available on request.
Request ReferencesSupport & services
Learn what support and services you can expect
Support options
Dedicated contact
Pricing of support
Free support
Onboarding
30-60 Days
Customisation
Policy driven approach allows most quality control, publishing and data formatting to be configured during onboarding.
Added services
Data entry
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