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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.
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.
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.
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
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