Private Client Resources (PCR) and Empire Software have teamed up to create a new adviser and family wealth portal aimed at helping family offices, wealth managers, business managers and institutions make effective financial decisions.
PCR says the portal will ‘cater to the full spectrum of UHNW clients and families’ holdings and structures, enabling a true 360-degree view of their financial health and performance’.
“PCR is proud to collaborate with Empire Software to provide clients with a service that can enhance their investment acumen and help them make better financial decisions,” says Robert Miller, CEO of PCR. “With more than 1,200 UHNW families already trusting our services, we have a deep understanding of the challenges many wealthy individuals face putting structure and transparency around their wealth management practices.”
“PCR and Empire were both born from family offices, and we are focused on creating unparalleled technology solutions to solve the most pressing, and unique, concerns for UHNW families and individuals,” says Matthew Hoffman, Co-founder of Empire Software. “Empire is proud to leverage PCR’s aggregation services to deliver detailed insight into assets and investments, alongside Empire’s native estate planning, philanthropy, health, and document functions. Our partnership with PCR solves the pain point of wealthy families and individuals who currently do not have an easy-to-access source of understanding and managing their total wealth. Empire enhances the user experience by adding the ability to securely link financial assets with tangible assets, liabilities, contacts, documents, and dates together seamlessly.”
The partnership aims to create a modern digital experience for advisors, clients and their families, with Empire’s secure web-based platform and native iOS and Android apps, providing on-the-go access to every aspect of personal, financial, estate, insurance, legal information, and more. PCR’s Data Aggregation, which delivers unmatched insight into even the hardest to consolidate UHNW wealth, will be integrated directly into Empire’s dashboard for “at-a-glance” updates through Empire’s “illui Portal.” Fully reconciled data will flow into Empire from over 400 electronic data sources and thousands of managers.
