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ClaimWealth Management's Most Trusted Financial Aggregation Utility.
PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions. Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Wilton, CT
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Year founded
Founded 2002
1 Locations
- Wilton , CT
Service Lines
- Compliance Consulting
- 20%
Select Focus Area
- BI & Big Data Focus
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- Compliance Consulting
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- Conversion Optimization Focus
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- Digital and IT Strategy Consulting Focus
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Industries
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Clients
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