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Private Client Resources (PCR)

Filed under: Outsourcer, Account Aggregator, Performance Reporting

Company info:

RIA department info:


  • Founded in 2000


What is the service or product you offer to RIAs?

We offer innovative data aggregation, data integration, reporting, analytics and mobile applications. We are specialists in illiquid investment portfolios. Our award-winning service has been proven to deliver the features, quality and support that complex clients and their advisors demand.

How do you differentiate your offering from competitors?

PCR is different than the Software Providers. We deliver operational efficiencies not available elsewhere. We help you operationalize the process of acquiring, enriching, integrating, quality controlling and delivering 100% of your client communications. Our TotalWealthViews™ solution caters to the unique needs of the very wealthy. We are specialists in the consolidation of hard-to-aggregate illiquid holdings and presentation of this information in ways meaningful to UHNW clients.

What else would you like to say about your business?

PCR delivers wealth data solutions to 1,200 of the world’s wealthiest families. Founded by family offices, we have a deep understanding of the complexity of UHNW wealth.


PCR Chief: UHNW Landscape Changing Dramatically

RIABiz Reports on PCR taking on the Competition

PCR Promotes Board Vice Chairman Bob Miller to CEO and Unveils New Strategy B

Client Reporting? Or is it Client Communications?

Related listings:

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Related articles:

Addepar secures Morgan Stanley account by winning a test of wills and unleashing 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

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008

Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

Private Client Resources is a software darling of private banks but can it conquer RIAs?

The Connecticut firm has experience and technology and a new CEO sees a swelling pipeline of RIAs

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