PCR vs Finlight 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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finlight, family office software, portfolio management software, consolidated reporting software

Finlight

Category
Consolidated Reporting

UK-based Finlight makes investment reporting data easy to analyze and integrate through their platform that executes consolidated reporting, data aggregation, portfolio and risk management, and trading. A peer-enriched reporting dashboard also allows for portfolios' benchmarking against those of community peers.

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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 of America
Locations

  • Wilton
  • New York
  • Amsterdam
Top 5 Markets

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

  • $500 billion
Avg. AUM per client

-


11-50


$300k


2016


  • Owned by management
  • Clients are also owners
  • Key staff also have ownership

United Kingdom


  • London
  • Brussels

  • Belgium
  • Germany
  • Luxembourg
  • United Kingdom
  • Switzerland

$5B


-

Client
Focus

  • Banks
Serves also

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

  • 140

Single-Family Offices


  • Individual Wealth Owners
  • Multi-Family Offices
  • Fund managers
  • Financial advisors
  • Banks

  • 10 single family offices
  • 2 multi family offices
  • 2 pension funds
  • 1 asset manager
  • 1 trustee, 1 aggregator
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

  • Consolidated Reporting
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management

  • Automated PE/VC reporting data extraction
  • Automated pdf reporting statement extraction
  • Central, front office-like, position keeping with integrated order creation tools
  • With the following optional features
  • Upload into third party software (Bloomberg, LinksAnalytics)
  • PE cash-flows planning
  • Peers-enriched, consolidated dashboard
  • Portfolio risk and performance analysis

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles

GDPR


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

SaaS


  • Secure server in Switzerland with multiple firewalls
  • Two cyber security companies to test and monitor our security on a daily basis
  • Anonymous client information
  • Dual security login with clear access

Java
Linux


  • Bloomberg <PORT>
  • Links Analytics
  • In-house systems
  • Automatically learning data conversion dictionary

Yes

Simple solutions for complex times.