Achieve More with Best-of-the-Best Consolidated Reporting Capabilities

Palette Platform™ is an open architecture integration of systems and capabilities that can be customized to the varied needs of private wealth firms. It provides a complete view of the client relationship and leverages powerful tools that can improve your efficiency and effectiveness.

Palette Platform leverages best-of-the-best capabilities and provides distinctive performance reporting that sets your firm apart. It features robust advisor tools that allow you to quickly and easily drill-down to key data and documents, making them available at your fingertips. Combined with our private wealth aggregation and custom investor reporting services, Palette Platform allows you to be more proactive with the critical information you need to strengthen your client relationships and differentiate you from your competition.

Hybrid Solution

The hybrid solution is designed to meet the growing needs of advisors seeking partially outsourced service solutions. PCR developed the hybrid solution as a made-to-measure service tailored to the needs and goals of the advisor. This offering, unique in the marketplace, gives advisors full control over their manual data entry while providing access to institutional-level aggregated feeds and custom reporting.

Advisors can now utilize PCR's premium services in one of two ways: 1. Full Outsourcing; 2. Complete Technology Package with Electronic Feed Aggregation (where the advisor manages their alternative investments).

Integrated Systems that Streamline Processes

Palette Platform, together with our powerful aggregation capabilities, ensures an end-to-end solution that will optimize wealth management and advisory businesses. With Private Client Resources as your partner, you will have better tools, deeper knowledge, and greater control over client wealth and the growth of your business.

Contact us today to explore how a relationship with Private Client Resources can be transformative to your business.