Enterprise

Strengthen Trust and Transparency With Our Asset Management Solution

We empower Private Banks, Custodians, and Broker Dealers with advanced custodial integration, private equity reporting, and financial data management services for comprehensive data aggregation and reporting solutions. Our scalable platform integrates seamlessly into your systems, supporting investment data management to enhance efficiency, security, and client service while ensuring compliance with industry regulations.

Private Banks, Custodians, and Private Equity Reporting

Platform Designed for Enterprise To Improve Efficiency and Reporting

For over 15 years, PCR has collaborated with top private banks and custodians, beginning with the aggregation of held-away positions and transforming into a comprehensive enterprise operating model. We support custodial integration and private equity reporting, along with extensive integration with downstream systems, encompassing security master setups, privacy hubs, tailored integrations, and financial data management services for seamless data extraction to various applications.

Our data aggregation and managed data services are anchored by a well-defined operating model and KPIs, ensuring seamless integration with internal client platforms. Enterprise clients gain from dedicated account management, a transparency portal, and a ticketing system for clear communication and visibility. Choose PCR for efficient, customized data solutions.

Private Banks, Custodians, and Private Equity Reporting | PCR
Holistic Financial Picture
Bespoke Platform
Every client wants the flexibility to present the data in a certain way. With us, you get the opportunity to gather all the required information in the format you want and then publish the same information after reconciliation on your preferred platform in your preferred format.
Personalisation & Insights
Built-in Application
We offer a pre-built application that connects to all the tools you use to run your business. This feature makes your process easy and secure.
API Integration
API Toolkit
You get API integration to more than 20 platforms. This robust API toolkit allows you to easily build seamless integrations with proprietary or legacy systems and other tech partners.
Customizable Solutions
Operational Efficiency
Our Automated workflow makes it easy to manage client accounts, reconcile data from multiple sources and generate reports. The automated process reduces manual work eliminating room for errors. It leads to time saving allowing custodians and banks to optimize operations and allocate more resources to strategic activities.
Real-Time Reporting
Portfolio Reporting
Our flexible reporting solution lets you obtain detailed financial statements and documents from other institutions and monitor clients' financial growth. A timely and relevant delivery of the insights to their client will help make an informed decision. 
 
Enhanced Security
Security & Compliance
Given the sensitive nature of your client's information, it is critical that banks and custodians  have limited human interaction or touchpoints and meet compliance. Our tech-driven solution assists them well in protecting and meeting regulatory standards.

Enhance Your Financial Operations

Discover how our enterprise solutions can transform your financial data management services, streamline reporting, and improve operational efficiency. Let us help you integrate advanced technology, including custodial integration and investment data management, into your financial workflows with ease.

Explore Our Enterprise Solutions
Wealth aggregation | PCR