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PCR launches self-serve solutions for investors


Private Client Resources (PCR), a specialist in wealth data aggregation and reporting for ultra high net worth clients and investors, has launched a series of new products and services including self-serve solutions.

PCR says its expanded suite of services and products represents the culmination of years of research and development, and the investment of millions of dollars. PCR pioneered the modern outsourcing model of consolidated reporting for the topmost tier of the ultra high net worth marketplace.
"We have been serving clients at the highest tier of the ultra high net worth market, and are now making our solutions available to the broader market," says PCR President and CEO Robert Fiore. "Our clients and prospects have been asking for self-serve products like our portfolio aggregation and management system for years. The challenge for us at PCR has always been to develop self-serve products that would meet our own rigorous and exacting standards—and the needs and demands of clients. With the launch of these new products and services, that has all changed. PCR's proprietary capabilities will now be available as self-serve products."
PCR's data aggregation services until now have been available only to businesses seeking PCR's full services, but this is changing too. Now, PCR data will be available to wealth management firms that prefer to stick with their current reporting systems or integrated technology, yet lack the quality data that only PCR can provide. "If clients want PCR's great data to put into their systems, the answer is yes," says Fiore. PCR data will be available through a series of data products, such as APIs and gateway products with efficient electronic self-enrolment and automatic data delivery that can be linked to clients' internal systems.
The suite of new products offers a range of real-time views into data quality, service utilisations, client experience and highly customisable web-based analytics, as well as tailored services that include access to specially trained financial analysts. Private wealth management firms will be able to select which products and services they want, and in what combination. Additionally, they will be able to determine how much of the process they wish to outsource – and to what degree – along a range of products and services that offer unparalleled transparency and flexibility.
PCR's new investor web products are a B2B offering only. The service delivers the full, consolidated view to investors and is low touch for businesses. At the same time, it provides powerful advisor content push management and relationship communications capabilities.
"We believe reporting is obsolete and is being replaced by mobile products served over the web. Investors don't want to wait for their monthly or quarterly statements. They demand instant insights into their full wealth picture," says Fiore. "Our significant investments into this flexible approach have been driven by our deep understanding of the nuances and complexities of wealthy families. Whether you are looking for a complete outsourcing of your investor data management or you simply want to augment your current capabilities with our infrastructure, technology or services, PCR has a tailored solution for you."

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