Fintech Genome

Keeping up with the Joneses in the wealth management space starts with better data aggregation


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Private Client Resources (PCR), the leading provider of award-winning managed services to UHNW families, private banks, multi-family offices, and investment advisors, is seeing a digital transformation in the wealth management space as more investment technology firms are adapting better data aggregation to respond to a competitive landscape.

Since launching its partner platform in October 2017, PCR and its partners have already signed and collaborated with 28 end-client engagements. AltaReturn, Dynamo, HWA International, Risclarity, Ledgex, Empire Software, and InvestCloud are just some of the investment management technology companies, integrators and channel leaders that are working with PCR to better address the needs of modern wealth management firms.

High-quality investment data securely managed is the backbone of wealth management’s digital transformation. More than just feeds, we have noticed the need for a total wealth information management solution that helps advisors best serve their UHNW clients and their complex portfolios. A solution requires a platform of data management and data integration that delivers a single normalized source of investment data to all their reporting, accounting, CRM, risk management and other systems. The bottom line is better data can better help serve clients.

About Private Client Resources (PCR)

PCRs is changing the way the world’s wealthiest families and their advisors manage and analyze their complex investment data. TotalWealthStream ™, the company’s award-winning wealth information management platform combines data aggregated from over 400 custodians with alternative transactions curated from the investor communications of almost 2,000 managers. Over $250B in assets are delivered to their reporting, accounting, risk management and analytics platforms daily.

PCR is trusted by leading private banks, registered investment advisors, multi-family offices and technology firms serving wealthy families.

For more information visit www.pcrinsights.com