Wealth Aggregation

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Overview

Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America. In 2018 we combined this experience with major investments in technology and leadership to address the most pressing problem of many wealth advisors - the ability to power a new generation of digital wealth technology with efficiently managed high-quality data.

Today, we are a rapidly growing financial services technology company with over $250B in aggregation trusted by the most important private banks, advisors and families in the world. Our award-winning wealth information management platform, combines data aggregated from more than 400 custodians with alternative transactions curated from the investor communications of almost 4,000 managers.

Key Features

ILLQUID AGGREGATION - Replace the manual collection, entry, reconciliation and re-entry of hedge fund, private equity, real estate and other information with a fully automated service.

HELD AWAY AGGREGATION - Supplement your currently managed data with client electronic and statement accounts held elsewhere to provide clients a total wealth picture and advice.

TOTAL WEALTH AGGREGATION - Combine your managed accounts with held-away accounts to create a fully normalized and analytic ready view of client data ready for consolidated reporting.

DIGITAL DATA DELIVERY HUB - Leverage a fully-managed data warehouse of your historical data and tools to deliver custom feeds, APIs and a complete firm-wide reporting application

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers
Geographic Availability
North America
Asset Class Coverage
Bonds, Commodities & Energy, Equities, Foreign Exchange (FX), Funds, Futures, Options and other Derivatives, Money Markets, Structured Products