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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Private Client Resources (PCR)

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

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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  • 50-100




  • 2002


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


  • United States of America


  • Wilton
  • New York
  • Amsterdam

Top markets

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

Total AUM

  • $500 billion

Avg. AUM per client


  • 11-50

  • 2014

  • Owned by management
  • Clients are also owners

  • United States of America

  • Charlotte
  • New York
  • Salt Lake City

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

  • $200 billion

  • $223 million


  • Banks

Serves also

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


  • 140

  • Single-family offices

  • Multi-family offices
  • Banks
  • Individual wealth owners
  • Fund managers

  • 650+ UHNWIs and family offices

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


  • GDPR
  • PSD2


  • Yes

  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

  • Data aggregation – our direct bank feeds captures 3x more data than other providers.
  • Data validation – we perform daily reconciliation and correct bank data errors.
  • Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
  • Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
  • Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.

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

  • GDPR

  • Yes

Type Of Software



  • Pseudonymized architecture separates personally identifying information from investment data
  • GDPR compliant processing
  • SOC-2 compliance
  • Best practices security management, encryption and data handling


  • Microsoft


  • 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
  • Application scanning
  • Network scanning
  • Encryption at-rest and in-transit
  • Data leakage prevention (DLP)
  • User level access controls
  • Annual audits by global banks

  • Microsoft

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

  • Yes