Private Client Resources (PCR)

Filed under: Outsourcer, Account Aggregator, Performance Reporting

Company info:

  • Top executive: Robert Fiore, President & CEO
  • http://www.pcrinsight.com
  • (203) 210-0047
  • 187 Danbury Road, Suite No. 202
    Wilton, CT 06897

RIA department info:


  • Founded in 2000


What is the service or product you offer to RIAs?

High-quality aggregated data, premium client reporting and custom services.

Clients on PCR’s platform—a seamless integration of capabilities and services—are able to realize gains in efficiency, increases in scalability and growth of their profitability.

How do you differentiate your offering from competitors?

Founded in 2000, Private Client Resources (PCR) is a leading outsourcing provider of private wealth reporting and integrated technology, and a major competitor of both Advent Software and Envestnet. Its award-winning private wealth reporting solutions serve RIA Firms, Family Offices and Private Banks.

PCR’s services and proprietary Palette Platform deliver a broad range of capabilities and customized solutions, including high-quality aggregated data for both traditional and alternative investments, premium client reporting with full multi-currency, interactive dashboards, document management, research, risk analytics, CRM integration and invoicing.

What else would you like to say about your business?

The PCR Palette Platform currently processes >$90 Billion (USD), approx., in client assets, of which $27B are alternative investments.



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