Bringing you live news and features since 2006 

Private Client Resources partners with Asset Vantage

RELATED TOPICS​

Private Client Resources (PCR), a provider of managed services to UHNW families, private banks, multi-family offices, and investment advisors, has partnered with Asset Vantage, a SaaS-based asset management, accounting and reporting system, to offer an integrated managed data solution within the Asset Vantage platform.

The partnership will integrate PCR’s TotalWealthStream, the company’s wealth information management platform, with Asset Vantage’s technology. Combined, PCR and Asset Vantage will deploy a new platform built to automate asset management and accounting to provide a single view for a family’s entire net worth.
 
“PCR leads the industry with a data first offering that provides a full outsource that consolidates and enriches a client’s total wealth view no matter how hard the data is to aggregate,” says Adam Carta, Chief Operating Officer of PCR. “We are confident that our unique outsourced data aggregation platform will enhance client experience and fuel Asset Vantage’s robust accounting, reporting and analytics and prove very attractive to both existing and new customers.”
 
“Asset Vantage is focused on delivering a comprehensive solution to clients that enables them to visualise, manage, account and report on complex liquid and illiquid portfolios in new ways to achieve competitive returns. A key tenant of this focus is data consolidation,” says Robin Williams, Managing Director of Asset Vantage. “The Asset Vantage platform excels at catering to the complex and discreet financial needs of clients ranging from DIY high net-worth individuals to fully staffed family offices and accounting firms. By seamlessly integrating with PCR’s TotalWealthStream, clients can easily access hard-to-aggregate data with a centralised platform to streamline reporting and portfolio management.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by