Private Client Resources
Homepage http://www.pcrinsight.com
LinkedIn Profile https://linkedin.com/company/priva***-resourc***
HQ Location
United States , Connecticut, Wilton187 Danbury Road, Suite 202 Wilton, CT 06897 United States
PCR, founded by Family Offices in 2000, powers the interactions between ultra-high-net-worth advisors and their clients. The company delivers data aggregation, integration, reporting and analytics solutions which efficiently deliver a total wealth view critical to providing great advice. The solutions cater to the unique needs of UHNW clients including the consolidation of extensive hard-to-aggregate illiquid holdings, multi-generation wealth structures, complex ownership modeling and custom composite views of their data. PCR’s award-winning managed services have long been recognized as the premium solution for UHNW advisors/clients because of their secure process of obtaining data that does not rely on controversial sharing of usernames/passwords, unmatched data quality and service commitment that goes beyond just technology.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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