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

Locations

  • Wilton
  • New York
  • Amsterdam

Top 5 Markets

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

Total AUM

$500B

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
  • UHNWIs
  • 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.