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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.
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.
Addepar secures Morgan Stanley account by winning a test of wills and setting a small army on Manhattan
Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?
With Addepar muscling in, original UHNW software force PCR hires new CEO, triples engineering staff, kills off asset-based pricing and seeks more RIAs
Plucky Bob Miller is replacing Rob Fiore at the Wilton, Conn. firm with a keen sense of UHNW hegemony and willingness to take half an RIA loaf for reporting on managed illiquid assets
PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket
The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks
Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts
The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs
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