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.


Contact Private Client Resources (PCR)

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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


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


  • GDPR
  • PSD2


  • Yes

Type Of Software



  • Pseudonymized architecture separates personally identifying information from investment data
  • GDPR compliant processing
  • SOC-2 compliance
  • Best practices security management, encryption and data handling


  • Microsoft


  • 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


  • 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)


  • 580 Institutions (US and Europe)


  • 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

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


  • 50-100


  • 2002


  • Owned by management
  • Key staff also have ownership
  • External investors


  • United States of America


  • Wilton
  • New York
  • Amsterdam

Top markets

  • United States of America
  • Switzerland
  • Canada
  • United Kingdom

Total AUM

  • $500 billion


  • Banks

Serves also

  • Single-family offices
  • Multi-family offices
  • Financial advisors
  • Individual wealth owners
  • Wealth tech providers


  • 140

Available on request.

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

Free support


30-60 Days


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?


FAQs about Private Client Resources (PCR)

What is PCR?
PCR is a financial aggregation solution.
What does PCR do?
PCR provides fully reconciled financial aggregation of custodial and alternative investment data.
How much does PCR cost?
There is an annual fee structure. Average per-annum costs are as follows:
1. For SFOs: $10-30k
2. For MFOs: $25-100k
3. For Private banks: $200k-1m
Simple solutions for complex times.