About Us

PCR simplifies how investment data from any source, asset class or jurisdiction is consolidated and safely delivered into wealth management's critical reporting, analytics, portfolio management and accounting systems. The PCR aggregation services are leveraged by global private banks, advisors, family offices and wealth tech firms to power their investment decision making. The PCR platform includes many technological innovations including digital consent, global privacy architecture and unique ability to automate the aggregation of alternatives.


Press releases

Private Client Resources (PCR) acquires European Data Aggregation Firm...

Acquisition expands PCR’s global capabilities with new European data sources and experienced data operations teams NEW YORK/AMSTERDAM... read more

07.12.2020 • By Private Client Resources (PCR)

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