Wealth Tech Platforms Can Leverage Data Aggregation
We empower Wealth Tech platforms, consulting firms specializing in wealth management consulting, and Service Providers with seamless data aggregation and managed data services for automated reporting solutions. Our secure and integrated platform helps streamline operations, enhance client satisfaction, and drive operational efficiency.
Wealth Tech Platforms and Wealth Management Consulting
Outsourced Aggregation May Be Your Competitive Advantage
For wealth tech firms, managing and maintaining data feeds often translates into substantial expenses without offering a competitive edge. Most service providers fall short when it comes to delivering innovative data solutions and managed data services, leaving firms to navigate these challenges on their own. However, with PCR's comprehensive reseller and integrator programs, including wealth management consulting support, businesses can tap into our extensive infrastructure, allowing them to streamline operations and dedicate their efforts to enhancing their unique value propositions and strengthening client relationships.
.png?width=1200&height=380&name=Group%20615%20(1).png)
- Reseller Program
- Integrator Partners
Reseller Program
Integrate PCR aggregation solutions and managed data services into your wealth tech platform. Deliver enhanced data quality, wider coverage, and automation of alternatives while cutting down the expenses of creating your own feeds.
-
Branded operations portal and enrollment
-
Single Sign-on from your application
-
Favorable discount schedule
-
Customized integrations
Integrator Partners
Increase the worth of your solution by offering support for exclusive or tailor-made managed data services with PCR Financial Integration. Highlight the transparency of your solution and your dedication to simplifying the client's data management workflow.
-
Customized integration
-
Co-marketing
Managed Data Services
Our goal is to simplify your data management processes by providing intuitive, user-friendly tools and comprehensive managed data services support, enabling you to streamline operations and reduce complexity. This approach allows you to dedicate more time and resources to delivering exceptional value and innovation in your core business areas. Partner with PCR for efficient data solutions, including wealth management consulting, that are tailored to meet your specific needs, offering seamless integration, robust security, and ongoing updates to adapt to your evolving requirements.
PCR has launched Managed Data Services to support wealth tech platforms with:
- Onboarding Assistance
- Historical Data Backfill
- Certified User Support
Onboarding Assistance
Our approach ensures efficient onboarding by assessing client needs, providing tailored solutions, and offering expert support for a smooth transition, allowing clients to focus on their business objectives.
Historical Data Backfill
Facilitates a quicker transition for firms and customers to launch their services or products, enabling them to begin operations more efficiently and effectively.
Certified User Support
Comprehensive and specialized data and application support services that cater specifically to the unique needs and requirements of both the firm and its customers, ensuring enhanced operational efficiency and seamless integration of technological solutions.
Streamline Your Financial Data Management
Simplify the complexities of multi-source financial data and improve client reporting with our tailored managed data services. Let us help you enhance operational efficiency and transparency with secure, tech-driven wealth management consulting and data management solutions.