Private Client Resources is a pioneer and continual innovator of private wealth management solutions for private banks, family offices, RIA firms and the HNW clients they serve. We create white papers and case studies from the knowledge and insights gained from our experiences and share them here as a reinforcement of some of our core tenets. Specifically, our commitment to provide the highest level of service and support to those with whom we work.
Family Wealth Report: PCR Links Up With Hedge Fund Research (April 2013) Strategic partnership delivers drill-down capabilities into the alternative investments within clients' portfolios.
PCR Named "Most Innovative Provider Serving Private Banks" for the Second Year in a Row (March 2013) This is the second year in a row that PCR has received this prestigious award from PAM Magazine. The 2013 PAM Award Underscores the firm's ongoing commitment to delivering best-in-industry innovation and service to its clients.
PCR and HFR Announce Strategic Partnership (March 2013) Drill-down analysis of hedge fund holdings delivers greater transparency into alternative investments on firm's award-winning palette platform
Family Wealth Report: PCR Enhances Reporting Capabilities (February 2013) Strategic partnership with StatPro's cloudbased services provides analysis of portfolio performance, attribution and risk.
PCR Announces Strategic Partnership with StatPro (February 2013) Integration with cloud-based portfolio analysis & reporting capabilities represents the most recent expansion to the firm's open architecture platform. Other strategic partnerships will follow throughout 2013.
Private Client Resources Nominated for Seven Prestigious PAM Awards (January 2013) PCR, a major competitor of both Advent Software and Envestnet, has been nominated in seven different categories in Private Asset Management (PAM) magazine's 2013 awards. These nominations highlight PCR's commitment to innovation and service.
PCR Announces Strategic Partnership with eMoney Advisor (November 2012) Seamless integration of aggregated data on alternative investments adds an enhanced dimension to financial planning.
Morningstar Advisor: "Outsourcing Alternative Asset Aggregation and More" Combining online portfolio software with alternative asset aggregation helps advisors satisfy the expectations of high net worth clients.
Bloomberg: "New FOX Report-Accounting and Reporting Consumes Almost a Third of Family Office Time" Effective financial reporting relies on office's ability to tie numbers back to client's goals. "Effective financial reporting is a matter of communication," says FOX Founder and CEO Sara Hamilton. "The challenge is to show how the numbers are relevant to the client's goals in a manner that accounts for their learning style, preference for information and financial literacy."
FUNDfire: "Alts Key to Manage Risk, Inst'l Investors Say" Almost three-quarters of U.S. institutional investors say they've shifted their approach to risk management over the past five years, with 76% saying they now view alternative investments as "essential" to diversifying risk.
PCR Experiences Exponential Growth (August 2012) The 2011 introduction of PCR's open architecture Palette Platform™ revolutionized the operations of many wealth management firms. Assets on the platform grew to $63 billion (223% increase) at the end of 2011, and are on track to reach $84 billion by the end of 2012.
FUNDfire: "Many Managers Drop Ball on Reporting - Study" When it comes to client satisfaction with asset managers, investment performance only goes so far. In a survey of 120 institutional investors, strategic consultant Chatham Partners and manager research and reporting provider Investment Metrics found that performance only accounts for 60% of overall client satisfaction with investment managers.
PCR Announces Strategic Partnership with Argus Research Group (August 2012) The strategic partnership with Argus is the latest evolution of PCR's innovative Palette Platform™. The seamless integration of institutional-quality research on U.S. equities into the robust offerings already available on PCR's Palette Platform adds great value to advisors and enhances their ability to make highly informed investment decisions that meet their clients' long-term goals.
PCR's Strategic Partnership with Vizit Produces Solid Results for Advisors (July 2012) The powerful and secure online document management solution provides a complete view of the client relationship and leverages powerful tools that can improve the efficiency and effectiveness of private wealth firms serving high-net-worth clients.
Case Study: Gaining Efficiency, Increasing Scalability and Growing Profitability The amount of time and attention given to clients and prospects is directly linked to business growth. Private wealth firms can better position themselves for growth by minimizing operational inefficiencies and refocusing their efforts on growing their client base.
PCR Announces New Hybrid Solution as a Superior Alternative to Do-It-Yourself Software Offerings (April 2012) PCR designed the hybrid solution as a made-to-measure service tailored to the needs and goals of the advisor. This expanded offering gives advisors many of the benefits of outsourcing, while allowing them to retain the control of certain internal operations and processes at their firm.
PCR's Chief Product Officer, Robin Williams, Offers Insights into the Role of Transparency in Succession Planning (March 2012) Next-Gen clients require sophisticated reporting and a holistic view of portfolio performance. The exodus of assets away from wealth managers once a wealth transfer has occurred is currently one of the most pressing issues affecting wealth managers.
PCR Named Most Innovative Provider (February 2012) Private Asset Management Magazine's 2012 Awards highlight continued success of PCR's open-architecture suite of technology and services. PCR provides the services and continual innovation that is allowing private wealth managers to exit secondary businesses like aggregation and client reporting, and instead focus on their core business.
Case Study: Delivering the Transparency, Oversight and Governance Your Clients Demand Advisors who can help their clients make sense of complex financial information obtain a competitive advantage and can become the lead advisor.
PCR Continues Accelerated Growth in 2012 (February 2012) PCR increased assets on their system by more than 220 percent in 2011. Award-winning open-architecture Palette Platform™ and strategic partnerships drive increased assets and new client acquisition. This exponential growth has been fueled by the evolving need among wealth advisors to outsource integrated data aggregation and client reporting.
Family Wealth Report: Seismic Shift Towards Outsourcing Among RIAs (December 2011) Assets on Private Client Resources' system have shot up around 220 percent over the past 12 months, the firm's President and CEO, Robert Fiore, tells Family Wealth Report. He believes a seismic shift towards outsourcing among registered investment advisors is driving this growth.
Trusts & Estates: Palette Platform - Managing Client Data for the Financial Advisor and the Investing Family (August 2011) 5-Star Rating. Palette Platform, from Private Client Resources, is an integrated system of personal service and online tools designed to enable advisors to provide effective and interactive service to their clients.
Case Study: Catch Portfolio Errors and Earn Your Clients' Gratitude Errors in client accounts can have an impact on costs, asset allocation and performance. Learn how you can help clients identify and correct mistakes in their portfolio.
Case Study: Uncovering Risk in a Volatile Market In uncertain market environments, seemingly "safe" investments can quickly become risky. Early identification allows for quick action and may limit possible exposure.