Client Serving
Global Private Bank
Held-Away Aggregation for Consolidated Reporting
A top 5 private bank's advisors were demanding consolidated reporting solutions to better serve their largest clients. The manual processes they were using were time consuming, error prone and a burden to clients. Automating held-away assets into the firm’s reporting platforms was an imperative.
PCR integrated its enrollment tech directly into the advisor desktop and streamlined the automation of complex alternative and other global positions directly into the firm’s online client experience.
Investment Advisor
Data Consolidation for Risk Analytics
A $20B UHNW Advisor wanted to expand their advised reporting capabilities with sophisticated risk and exposure analytics but struggled with normalizing data on client's held-away positions.
PCR consolidated their advised assets with a complete held-away solution to create a robust normalized dataset that became the foundation of a tightly integrated solution with their selected risk analytics vendor.
Multi-Family Office
Integrate All Firm Systems Total Wealth Aggregation
$15B Multi-Family Office was having trouble scaling to service new clients and needed a re-think of their entire platform of accounting, reporting, bill-pay and CRM systems.
The firm adopted a data first strategy based on PCR aggregation and digital hub solutions as the centerpiece of deploying multiple new operating systems. A number of solutions were sourced from our partners because of their proven PCR industry integrations
Single-Family Office
Data Consolidation to Achieve Data Independence Total Wealth Aggregation
Largely dependent on spreadsheet and off-the-shelf software, the family wanted more controls and a strategy to ensure that their data was safe and available to multi-generational family members.
PCR total wealth aggregation and digital hub were deployed with an integration to their accounting system. The family fully embraced Microsoft PowerBI-based reporting and now delivers timely insights with almost no manual intervention.
Portfolio Reporting
Augmented Client Reporting with Automated Alternatives Aggregation
Wealth Tech firm recognized that many advisors were manually aggregating a growing number of hedge fund allocations. They wanted to provide firms a scalable solution to efficiently automate the process.
PCR integrated eConsent into their platform and provided advisors an easy-to-enroll, secure and automated feed of their clients’ alternative investment data.
Experience PCR's Solutions Firsthand
Discover how our financial data aggregation and reporting solutions can revolutionize your investment management. Book a customized demo to experience the features designed specifically for you.