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PCR partner program reports strong first two quarters


Since launching its partner program in early Q4 2017, Private Client Resources (PCR), a provider of managed services to UHNW families, private banks, multi-family offices and investment banks, is now collaborating with thirteen partners with over two dozen new clients.

AltaReturn, Dynamo, HWA International, Risclarity, Ledgex, Empire Software, and InvestCloud are just some of the investment management technology companies, integrators and channel leaders that are working with PCR to better address the needs of modern wealth management firms.  The momentum that PCR’s partner program is experiencing is evident by the fact that 13 market leading technology providers in the wealth management space, have signed up in just six months, with an additional nine partnerships to be announced shortly.
“Companies partner with PCR because they understand their businesses are enhanced if they can focus on their core value propositions – not another data feed – while helping end-clients streamline their data management process,” said Brian Shapiro, SVP, Head of Strategy and Alliances. “Our commitment to mutually beneficial partner relationships is critical to PCR’s continued growth, industry leadership and our emphasis on engaging customers differently.”
High-quality investment data securely managed is the backbone of wealth management’s digital transformation. PCR’s technology investments in automation, security, privacy and highly-extensible data management technologies, along with a decade of experience curating millions of illiquid transactions, has placed PCR at the centre of this transformation with the largest institutions and technology providers adopting our service.
“PCR is out in front delivering a total wealth information management solution that helps advisors best serve their UHNW clients and their complex portfolios. More than aggregation, we deliver a platform of data management and data integration that delivers a single normalised source of investment data to all their reporting, accounting, CRM, risk management and other systems,” says Bob Miller, CEO of PCR. “And now we are able to private label these capabilities to help leading technology providers better serve their customers with better data.”
In a clear sign that our partnership program is delivering measureable value, a recent case study on Socius Family Office conducted by AltaReturn, highlights the benefits of integration between the two platforms, and how flowing fully aggregated, normalised and reconciled data has positively impacted Socius. 
Collectively, PCRs new partners represent USD512 billion in potential serviceable assets under management, spanning a collection of over 300 new clients. The PCR partner program will rapidly expand the footprint of PCR TotalWealthStream, and promulgate a “PCR Inside” model to more enterprises around the world.

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