Why 6 of the 10 leading private banks, and premier RIAs and family offices chose PCR:
  • Data Aggregation and Performance Reporting Expertise with Tailored Services
  • PCR Does the Work
  • Stellar Data Accuracy
  • Award-Winning Reporting Platform
Learn more about superior client reporting
The Quest...

"The decision to outsource our reporting and aggregation to PCR has produced significant advantages in terms of cost reduction and scalability." —CEO, RIA


"We rely heavily on PCR's data accuracy and performance reports to demonstrate the value of our advice and service to clients." —Managing Director, Private Bank


"PCR's expertise in aggregation and reporting services keeps us in a leading position—enabling us to consistently deliver what our clients expect from us." —President, MFO

Learn more about what differentiates PCR