Financial Data Aggregation

20+ years aggregating custodians and alternative investments, bringing a consolidated total wealth view

We offer unified tech-based solutions to aggregate all investment data into a single and consolidated solution. Our unique one-time LOA process further distinguishes PCR financial aggregation, allowing us to coordinate collections with custodians and alternative managers, taking this responsibility off your hands.

Financial Data Aggregation for Custodians, Alternative Investments, and Illiquid assets

Our unified technology and operations ensure efficiency, data quality, and completeness of investment data across all asset classes. We offer a one-stop solution for streamlined consolidated investment reporting.