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Private Client Resources (PCR)

Filed under: Portfolio Management System, Account Aggregator, Alternative Investments

Company info:

RIA department info:


  • 80 FTEs
  • Founded in 2000


What is the service or product you offer to RIAs?

PCR Helps Advisors Consolidate Held-Away and Alternative Assets to Power Advanced Consolidated Reporting and Advice. We have re-invented aggregation technology focusing on automation, scalability, accuracy, privacy and enterprise integration capabilities.

How do you differentiate your offering from competitors?

Every Source, Every Asset, Non Credential-Based, No Screen-Scraping, GDPR/CPP Compliant Dozens of pre-integrated solutions to all your favorites reporting and performance applications; Addepar, Tamarac, Orion, BlackDiamond, FIS, SS&C and more.....

What else would you like to say about your business?

Founded by 40 UHNW families and their advisors and now serving over $400b in assets, the needs of Private Clients are in our DNA.

Our clients include the most prestigious Private Banks and Private Client Advisors as well major Single-Family Offices and Multi-Family Offices.


PCR Announces New Digital Hub Capabilities and Demos

A Gap In the High Tech Market for UHNW Families and their Advisors

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:

No listings available

Related articles:

Private Client Resources does deal with 'barbarians' after one with Envestnet and before CAIS

After CEO Bob Miller executed a turnaround, ex-KKR execs rewarded him with buyout of majority stake -- and wiped away nasty $12-million balloon note

A higher bidder ripped WealthTouch from Craig Pearson's grasp but his startup could rip the clients, free of charge, right back -- and leave Addepar gasping

After his noncompete expired, the founder and CEO of Private Wealth Systems is welcoming old UHNW managers whose language he speaks

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

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