Private Client Resources (PCR)

Technology Providers

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.

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About Private Client Resources (PCR)

Private Client Resources (PCR) helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.

PCR combines 20 years’ experience and a reimagined technology platform to provide secure global data sharing specifically designed to address the challenges of the family office. We understand and have automated many of the complexities of family wealth including hard-to-aggregate illiquid investments, complex family ownership and the overwhelming need for privacy.

More Details

Attribute	Details
Categories	Data Aggregation
Features	Ability to Whitelabel, Custom Reports, Full Multi-Currency Support, Other Services
Target Segments	Independent financial or investment advisor, Multi-family office, Private bank, Private wealth owner, Single-family office

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