Private Client Resources
@PCRinsights
Total wealth aggregation portfolio reporting technology for family offices, private banks, wealth management firms, & more. Leave no asset behind.
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We are pleased to have Private Wealth Systems join the growing number of wealth technology firms adoption PCR's wealth aggregation solutions. #aggregation #wealthtech #clientreporting #portfoliomanagement #wealthmanagement. pcrinsights.com/pr-private-wea…
Will changes in accreditation, increasing allocations and new business models impact how alternative investors will be served? pcrinsights.com/blog-democrati…
Congrats to @DTeten of @HOFCapital winner of the $100 iTunes gift card! 🎉 Courtesy of your Friends at PCR! 🥂 Thanks to all for a great #invest2019
Held-away needn't mean hidden! Stop by our exhibit at #InVest19 today, say hello to Brian Shapiro & William Lichtwald, and discover how our Total Wealth Aggregation portfolio-reporting technology leaves NO asset behind. @InVest_Event #InVest2019
Come Meet PCR in NYC on July 16th & 17th Don't miss the most anticipated digital wealth event of the year. PCR, CEO Bob Miller speaking on something at the core of our value system - aggregators must not be analyzers. If you are attending please contact [email protected]
The @Private Client Resource s team had a great time at the @SIFMA Private Client Conference this week. Special thanks to @TamaraTondu @kbentsenjr @salvatore-chiarelli and the whole SIFMA team for wonderful event.
Thank you for attending our #T32019 Integration Forum! @Salentica @AdvisorEngine @Addepar @TamaracInc @MorningstarInc @eMoneyAdvisor @Riskalyze @AdvicentFP @MoneyGuidePro @PCRinsights @orionadvisor @RedtailCRM @advyzon @RightCapitalHQ @SSCAdvent
We're excited to welcome @PCRinsights to Schwab OpenView Gateway! #wealthtech #T32019 prn.to/2WDF7gK
prnewswire.com
Private Client Resources (PCR) Integrates with Schwab OpenView Gateway®
/PRNewswire/ -- Private Client Resources (PCR), the leading provider of data aggregation and wealth information management services to UHNW families, private...
PCR, CEO, Bob Miller in Investment News on how even the simplest of data processing miscues, can lead to a swath of negative consequences. #wealthmanagement #uhnw #privatewealth #transparency #datamanagement #dataprocessing #datasecurity investmentnews.com/article/201901…
PCR is very excited about our new partnership with @TamaracInc . Thanks to Ashley Dahl!
I learned that integrations with @PCRinsights @lifeyield @ASmarterLook @blackrock are coming to the @TamaracInc platform. Who said this? Tamarac VP Ashley Dahl did! youtu.be/AGkUmlxMvdU Thank you Tamarac for being our #SchwabIMPACT video #sponsor!
Bob Miller CEO of PCR: 4 Questions to Ask the Ultra-Wealthy Client at.law.com/nu3Kw1?cmp=sha… via @ThinkAdvisor
Some judges’ comments on @Addepar demo: I’m impressed by the level of customization, platform was snappy, you’re shifting into a proposal generation tool, I found reporting uninspiring #Invest2018 Scores: 6.0, 8.0, 8.0 & 8.0
PCR 10 Disruptive Demos from InVest NYC 2018 sumo.ly/XpxM via @wm_today “there’s something really cool here that can help scale, other #aggregators focus on simple investments, like that you can #securitize any asset, like focus on #APIs and single source of truth.”
We at @Private Client Resources are proud to participate as a finalist and leading #Aggregation provider in this years Wealth Management awards. zurl.co/382om
HedgeFundAlert highlights the growth of PCR over past 18 months, from obscurity to market leading TotalWealth Aggregator and Data Security Platform. zurl.co/L5ejD @hedgefundalert #dataaggretaion #hedgefunds #privateequity #wealthmanagement #privatebanking #trustbank
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