Private Client Resources @PCRinsights
Total wealth aggregation portfolio reporting technology for family offices, private banks, wealth management firms, & more. Leave no asset behind. pcrinsight.com Wilton, CT Joined August 2014-
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We are pleased to have Private Wealth Systems join the growing number of wealth technology firms adoption PCR's wealth aggregation solutions. #aggregation #wealthtech #clientreporting #portfoliomanagement #wealthmanagement. pcrinsights.com/pr-private-wea…
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Will changes in accreditation, increasing allocations and new business models impact how alternative investors will be served? pcrinsights.com/blog-democrati…
Congrats to @dteten of @HOFCapital winner of the $100 iTunes gift card! 🎉 Courtesy of your Friends at PCR! 🥂 Thanks to all for a great #invest2019
Held-away needn't mean hidden! Stop by our exhibit at #InVest19 today, say hello to Brian Shapiro & William Lichtwald, and discover how our Total Wealth Aggregation portfolio-reporting technology leaves NO asset behind. @InVest_Event #InVest2019
Come Meet PCR in NYC on July 16th & 17th Don't miss the most anticipated digital wealth event of the year. PCR, CEO Bob Miller speaking on something at the core of our value system - aggregators must not be analyzers. If you are attending please contact [email protected]
The @private Client Resource s team had a great time at the @SIFMA Private Client Conference this week. Special thanks to @TamaraTondu @kbentsenjr @Salvatore-chiarelli and the whole SIFMA team for wonderful event.
Private Client Resources retweeted
Thank you for attending our #T32019 Integration Forum! @Salentica @AdvisorEngine @Addepar @TamaracInc @MorningstarInc @eMoneyAdvisor @riskalyze @advicentfp @MoneyGuidePro @PCRinsights @orionadvisor @RedtailCRM @advyzon @RightCapitalHQ @SSCAdvent
Private Client Resources retweeted
We're excited to welcome @PCRinsights to Schwab OpenView Gateway! #wealthtech #T32019 prn.to/2WDF7gK
PCR, CEO, Bob Miller in Investment News on how even the simplest of data processing miscues, can lead to a swath of negative consequences. #wealthmanagement #uhnw #privatewealth #transparency #datamanagement #dataprocessing #datasecurity investmentnews.com/article/201901…
PCR is very excited about our new partnership with @TamaracInc . Thanks to Ashley Dahl!
PCR is very excited about our new partnership with @TamaracInc . Thanks to Ashley Dahl!
Bob Miller CEO of PCR: 4 Questions to Ask the Ultra-Wealthy Client at.law.com/nu3Kw1?cmp=sha… via @ThinkAdvisor
Private Client Resources retweeted
Some judges’ comments on @Addepar demo: I’m impressed by the level of customization, platform was snappy, you’re shifting into a proposal generation tool, I found reporting uninspiring #Invest2018 Scores: 6.0, 8.0, 8.0 & 8.0
PCR 10 Disruptive Demos from InVest NYC 2018 sumo.ly/XpxM via @wm_today “there’s something really cool here that can help scale, other #aggregators focus on simple investments, like that you can #securitize any asset, like focus on #APIs and single source of truth.”
We at @private Client Resources are proud to participate as a finalist and leading #Aggregation provider in this years Wealth Management awards. zurl.co/382om
HedgeFundAlert highlights the growth of PCR over past 18 months, from obscurity to market leading TotalWealth Aggregator and Data Security Platform. zurl.co/L5ejD @hedgefundalert #dataaggretaion #hedgefunds #privateequity #wealthmanagement #privatebanking #trustbank
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