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 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

  • $4 million

  • 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
Client
Focus

  • Banks
Serves also

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

  • 140

  • Single-family offices

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

  • 650+ UHNWIs and family offices
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
  • 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
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
  • 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

  • No
Simple solutions for complex times.