Private Client Resources

Private Client Resources (PCR) offers financial aggregation services for digital investment solutions, specializing in high-quality custodial and alternative investment data. The company combines these solutions into a unified technology and operations platform, delivering investment data across all asset classes and providing a single vendor solution for consolidated investment reporting applications. PCR serves over 300 firms, 150,000 investment accounts, and processes over $500 billion in assets, with more than 3,000 institutions and managers using its services. With 20 years of experience, PCR offers solutions for alternative investments, custodial accounts, held-away client data, data warehouse, and partner integrations. The company provides critical investment data solutions to a wide range of clients, including global private banks, investment advisors, regional banks, trust advisors, asset managers, allocators, multi-family/single-family offices, endowments & foundations, accountants and attorneys, wealth tech providers, hedge fund platforms, and fund administrators. PCR automates the processing of statements, capital calls, notices, and tax documents for alternative investments using NLP/OCR technology and human oversight for document classification and data extraction. The company applies over 90 quality controls to ensure data accuracy and integrity and offers integration capabilities with over 20 vendor systems and custom extracts/API for data delivery. PCR’s data warehouse solution aggregates data into a secure and normalized view accessible to preferred reporting and integration tools. The company has partnerships with leading firms in investment technology to deliver aggregated data into client systems. With offices in Wilton, Connecticut, USA, and Breda, The Netherlands, PCR expanded its global capabilities by acquiring the European data aggregation firm Check6. The company uses digital consent technology to streamline the letter of authorization process for data sharing and automates the aggregation of alternative assets while ensuring compliance with global privacy regulations. PCR also offers a technology-enabled managed service called STP-ALTS for alternative investment aggregation and provides daily or real-time data delivery options for transparency into manager-reported estimates and valuations.