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.

Close

Contact Private Client Resources (PCR)

Enter your details and we will connect you.

Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

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
Private Client Resources (PCR)

Category

Data Aggregation

Country

United States of America

Visit website
Miller

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 References

Support & 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

Wondering how Private Client Resources (PCR) compares to other companies?

We also reviewed some other Data Aggregation Providers

FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Portfolio Management

Finland

asora

Asora

Data Aggregation

Ireland

copia

Copia Wealth Studios

Portfolio Management

United States of America

Private Wealth Systems

Private Wealth Systems

Consolidated Reporting

United States of America

Simple solutions for complex times.