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.

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FAQs

FAQs about Private Client Resources (PCR)

Q
What is PCR?
A
PCR is a financial aggregation solution.
Q
What does PCR do?
A
PCR provides fully reconciled financial aggregation of custodial and alternative investment data.
Q
How much does PCR cost?
A
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.