Private Client Resources is a pioneer in wealth management and a continual innovator. We design better tools to provide deeper knowledge and greater control over client wealth, and the growth of your business.
Palette Platform provides a complete view of the client relationship, and leverages powerful tools that can improve your efficiency and effectiveness. Private Client Resources' integrated systems allow you to streamline multiple business processes. Our goal is to ensure you can be more responsive to client needs and proactively manage client relationships.
We acquire financial data—marketable securities, alternative investments, personal and real property, and both home and away assets—daily from more than 3,700 custodians through our proprietary feeds and optical character recognition technology. Our leading-edge technology and experienced staff acquire, verify and reconcile data through a rigorous, proprietary process that produces the most accurate picture of your clients' total wealth.
1 Reducing The Risk In Excel Risk Modeling
The quality of our aggregation process and custom reporting is unsurpassed, giving you the tools you need to clearly present a complete picture of your clients' wealth. Private Client Resources invests the time and resources required to understand your unique challenges, the complexities of your clients' wealth and the business imperatives of your firm. For more than a decade, our disciplined process has been at the heart of our tailored solutions.
2 A New Era: Redefining Ways To Deliver Trusted Advice (slide 38)