Data Aggregator

PCR is trusted by leading Private Banks,Investment Advisors, Family Offices, Institutional Investors, and TrustCompanies to securely deliver rich data on hundreds of billions of dollars of assets, powering critical investment decisions, every day. Founded by family offices over 15 years ago, we now serve over 1,500 families and institutions.Our Award winning Platform-as-a-Service, TotalWealthStreamTM aggregates data from over 400 custodians and 3,000 fund managers. Whether marketable securities, hedge funds, private equity, real estate, business interests, trust or personal assets – PCR gathers 100% of your assets and liabilities wherever held and puts the data to work in your preferred trust, accounting or reporting system. For more information, visit https://www.pcrinsights.com.

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