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For More Info Contact:

Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

Private Client Resources (PCR) logo

Company info:

Bob Miller, CEO
Top executive: Bob Miller, CEO

(203) 210-0050

187 Danbury Road

Wilton, Connecticut, United States,

RIA department info:

Bob Miller

Contact: Bob Miller

203.210.0022

bmiller@pcrinsights.com

Etcetera:

  • 80 FTEs

  • Founded in 2000


Q&A:

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.

News:

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?