Private Client Resources (PCR), a solutions provider to private banks, family offices and RIA firms, has entered into a partnership with Argus Research Group that will allow users of PCR’s Palette Platform to add independent analyst-driven research on more than 400 US equities when conducting risk analysis, constructing portfolios and implementing strategy decisions.
Palette Platform aggregated data, reporting, risk analysis, CRM and invoicing, while allowing users to access only those capabilities they want and need in a fully integrated package.
"The seamless integration of institutional-quality research on US equities into the robust offerings already available on PCR’s Palette Platform will add great value for our advisor clients, and enhance their ability to make highly informed investment decisions that meet their clients’ long-term goals," says Robin Williams, PCR’s chief product officer. "This powerful look-through capability provides a deeper view into a portfolio’s individual holdings and, as a result better risk management for our clients. Of course, the added benefit of improved efficiency is achieved by having this capability embedded in our platform, allowing the advisor to do more while working within a single environment."
"Argus Research has always maintained a broad coverage universe of leading US companies, and we employ a fundamental, analyst-driven approach to generate our ratings, estimates and forecasts," says Jim Tierney, director of marketing, Argus Research Group. "Argus has no broker/dealer and no investment banking operations, so our research is fully independent and conflict-free."