PCR vs Private Wealth Systems 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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Private Wealth Systems

Private Wealth Systems

Category
Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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


$4M


2014


  • Owned by management
  • External investors


United States


  • Charlotte
  • Darien


  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Mexico


-


$200M

Client
Focus

Banks

Serves also

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

Number

140


Single family offices


  • Multi family offices
  • Financial advisors
  • Banks
  • UHNWIs
  • Fund managers


  • 2 private banks
  • 2 accounting firms
  • 2 RIAs
  • 4 MFOs
  • 30 SFOs
  • 21 UHNWIs

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
  • Portfolio Management
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Personalized attributes
  • Personalized Data Sets
  • Personalized Structures
  • Data Reconciliation
  • Performance Calculation
  • Account Aggregation
  • Custom Reporting
  • Portfolio Management
  • Partnership Accounting


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


  • GDPR
  • MiFID II


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
  • Serviced Software


  • Multi-Factor Authentication
  • Monthly scanning of code base to ensure no backdoor entry
  • Continuous network scanning for intrusion detection/prevention
  • Data Leakage Prevention for internal users
  • Attack/Penetration testing on an on-going basis by several private banks


Microsoft


API that can connect with any third party system including CRM, bill pay


Yes

Simple solutions for complex times.