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PCR

Category
Data Aggregation
HQ
United States of America

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.

Key Company Info

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

Company

Facts about the company

Employees

50-100

Founded

2002

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

United States

Locations
  • Wilton
  • New York
  • Amsterdam
Top 5 Markets
  • United States of America
  • Switzerland
  • Canada
  • United Kingdom
Total AUM

$500B

Clients

Facts about the clients

Focus

Banks

Serves also
  • Single-Family Offices
  • Multi family offices
  • Financial advisors
  • UHNWIs
  • Wealth Tech Providers
Number

140

References

Available on request.

Request References

    Product

    Get an overview of what this software does.

    The basics

    Basics about the product

    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

    Download Detailed Feature List
    Technology

    Look under the hood

    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

    Reporting-specific features

    They handle reporting like this

    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
    Pricing & Co

    Learn about the commercials

    Cost structure

    Annual Fee Per Account/Position

    Average cost p.a.
    • SFO: $10-30k
    • MFO: $25-100k
    • BANK: $200k-1M

    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.

    Bespoke development

    No

    Added services

    Data entry

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