PCR vs Black Diamond Comparison

You are looking for alternatives to PCR. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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PCR

PCR

Category
Data Aggregation

America's PCR combines over two decades of experience and technology to help family offices achieve data independence. By streamlining how their sensitive investment data is aggregated, managed, and used in reporting and other operations, they are able to automate the many complexities of family wealth management.

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black diamond, family office software, portfolio management software, consolidated reporting software

Black Diamond

Category
Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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Company
Employees

50-100

Revenue

-

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

Avg. AUM per client

-


500+


4,633 $M


2003


Owned by a larger corporation


United States of America


  • Jacksonville
  • Florida
  • New York
  • San Francisco
  • California


United States of America


USD 1.36tr


USD 870m

Client
Focus

Banks

Serves also

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

Number

140


Financial advisors


  • Single family offices
  • Multi family offices
  • Banks


  • Family Office – 87
  • RIA / Wealth Manager – 1,354
  • Broker Dealer – 39
  • Bank / Trust Co – 40
  • Other – 42

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


  • Accounting
  • Consolidated Reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (execution on platform)
  • Trading (orders only)
  • Data Aggregation


  • User Interface
  • End client experience (client portal)
  • Data quality/data integrity
  • Exceptional service model
  • BillingTrading/Rebalancing
  • Sophisticated report output
  • Business Intelligence


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


-


Yes

Technology
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


  • Serviced Software
  • SAAS


  • SSO & MFA (Single Sign-on and Multi-Factor Authentication)
  • Encryption In-Transit and At-Rest
  • Vulnerability and Penetration Testing
  • Source Code Analysis
  • Data Integrity Validation
  • Multi-Layered Endpoint Protection
  • Network Security including Web Application Firewall and Intrusion
  • Detection Secure Document Vault
  • Access Control (Role Based Permissions with Principle of Least-Privilege)
  • Firm Configurable Security Settings
  • Security Awareness Program


  • Microsoft
  • Linux


  • More than 55 pre-built integrations with other software solutions as well.
  • Robust API for custom integrations.


Yes

Simple solutions for complex times.