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Private Client Resources partners with Dynamo


Private Client Resources (PCR), a provider of total wealth data aggregation services to UHNW families, Trust Companies, Private Banks, and Investment Advisors, has partnered with Dynamo Software, a provider of investment management and reporting solutions for the alternative investment industry.

The integrated solution will combine PCR’s data aggregation capabilities with Dynamo’s award-winning investor servicing, manager research, and performance measurement capabilities to streamline the aggregation and reporting of all alternative asset investor’s operational workflow. PCR, along with Dynamo’s Holdings Insight, a data capture and reporting service for multi-asset class portfolios, provides the complete picture of portfolio exposures with drill-down capabilities to the underlying investments regardless of asset class.
Automating the consolidation of information from the complex holdings of the ultra-high-net-worth (UHNW) has long been a challenge for family offices and their advisors. With 50 per cent of UHNW holdings often in hard-to-aggregate illiquid investments, the systems that account for and analyse portfolios often rely on manual and error prone processes. The partnership will ensure Dynamo clients can be configured to align with any unique investment strategy, product and structure that they allocate to.
“We are excited to be partnering with Dynamo to offer their clients a complete aggregation and normalization solution that delivers pure and actionable data from every asset class and instrument type directly into their management platform,” says Robert Miller, CEO of PCR. “We believe Dynamo has a differentiated approach of delivering a holistic data-driven experience that helps general and limited partnerships significantly improve their operations and communications.”
“Dynamo serves some of the largest and most prominent institutional and ultra-high net worth investors in the world, representing over USD3 trillion in assets on the platform,” says Krassen Draganov, Founder and Chief Product Officer of Dynamo. “By combining PCR’s turnkey total wealth aggregation capabilities with our own data and workflow driven research and reporting solutions, Dynamo’s clients can save significant time and resources in getting the right information to the right people – quicker, easier and with less error.”
Miller adds: “The vertically integrated ability of PCR and Dynamo, represents one of the more innovative solutions to facilitate data exchange between illiquid private placement programs and investors.”

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