High Wealth Clients and Family Offices want aggregation. The private bank or advisor that offers aggregation first has the best chance of protecting current clients, capturing assets and gaining competitive share. Obviously, spreadsheets cannot scale to meet this need.

Private Client Resources, LLC offers an outsourced solution to aggregate and report financial information based on information processes proven in other markets.

PCR provides private banks, family offices and advisory customers a stream of normalized, reconciled transactions updated daily within a client-centric reporting environment. The information includes all client holdings, wherever held, including alternative investments.

Today, data aggregation is a cottage industry. By replacing the cottage method with PCR's outsourced information process, you can offer the aggregation service your clients demand.

Private Client Resources, LLC, is an information services company. It does not give financial advice, sell financial products or provide broker services.

Management Team