Private Client Resources

PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to world’s wealthiest families and their advisors. With over 600 electronic data sources and technology that automates the collection of non-structured data from statements and documents, we help private banks, trust banks, multi-family offices and other firms to efficiently deliver the consolidated wealth reporting their clients demand. Over 20 of the most important wealth tech firms also leverage our capabilities to power their investment solutions.

With global coverage, an innovative privacy architecture and over 20 years of trusted service, PCR is the choice for firms that understand all wealth technology initiatives must first start from the highest quality and most complete data.