PCR Financial Aggregation

PCR Financial Aggregation

Financial-Services

Wilton, CT
United States
Company Tagline

Wealth Management's Most Trusted Financial Aggregation Utility

Industry Category
Financial-Services
Company Description

PCR Financial Aggregation is a leading provider of financial aggregation solutions, serving the wealth and investment management industry. PCR Financial Aggregation combines the ability to automate aggregation of alternative investments from over 5,000 managers and custodial accounts from 1,000+ institutions, uniquely positioning itself to power consolidated investment reporting solutions. The company's commitment to high-quality data and comprehensive services makes it a trusted partner for financial institutions. PCR Financial Aggregation is located at 187 Danbury Road, Suite 202, Wilton, CT 06897, US, with additional offices at 12 E 49th St, New York, NY 10017, US and Stationsplein 3, Breda, Noord-Brabant 4811BB, NL.

With a focus on serving high-net-worth clients, PCR Financial Aggregation delivers aggregated data directly into the industry’s reporting, portfolio management, account, and CRM systems. Its extensive partnerships with wealth-tech firms further enhance its capabilities and reach. PCR Financial Aggregation is dedicated to providing superior client experiences and robust data management solutions.

PCR Financial Aggregation continues to innovate and expand its offerings to meet the evolving needs of the financial sector. Its commitment to data privacy, business intelligence, and custom performance reporting ensures that clients receive the highest level of service and support. We invite the manager of PCR Financial Aggregation to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

PCR Financial Aggregation est un fournisseur leader de solutions d'agrégation financière, au service du secteur de la gestion de patrimoine et des investissements. PCR Financial Aggregation combine la capacité d'automatiser l'agrégation des investissements alternatifs de plus de 5 000 gestionnaires et des comptes de conservation de plus de 1 000 institutions, se positionnant de manière unique pour alimenter les solutions de reporting consolidé des investissements. L'engagement de l'entreprise envers des données de haute qualité et des services complets en fait un partenaire de confiance pour les institutions financières. PCR Financial Aggregation est situé au 187 Danbury Road, Suite 202, Wilton, CT 06897, États-Unis, avec des bureaux supplémentaires au 12 E 49th St, New York, NY 10017, États-Unis et Stationsplein 3, Breda, Noord-Brabant 4811BB, NL.

En se concentrant sur le service aux clients fortunés, PCR Financial Aggregation fournit des données agrégées directement dans les systèmes de reporting, de gestion de portefeuille, de compte et de CRM de l'industrie. Ses nombreux partenariats avec des entreprises de technologie financière améliorent encore ses capacités et sa portée. PCR Financial Aggregation se consacre à fournir des expériences client supérieures et des solutions robustes de gestion des données.

PCR Financial Aggregation continue d'innover et d'étendre ses offres pour répondre aux besoins en constante évolution du secteur financier. Son engagement envers la confidentialité des données, la business intelligence et les rapports de performance personnalisés garantit aux clients le plus haut niveau de service et de support. Nous invitons le responsable de PCR Financial Aggregation à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.

Key Personnel / Employees
John Filby Nupur Daruka Ranjan Mishra Peter Seidenberg Seth Bates (Director of Delivery Microsoft Practice at Microexcel Inc.) Ahmad Peelehvar (Open to opportunities)

Compare Companies Side by Side

Compare PCR Financial Aggregation with 3 companies in Financial-Services

4 Companies
Comparison Field
PCR Financial Aggregation
PCR Financial Aggregation
Main Company
ZeroUnoWeb
ZeroUnoWeb
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Sprinterra ✅
Sprinterra ✅
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Vyntra Global - Transaction Observability
Vyntra Global - Tran...
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Founded Year
2006 2007
Company Size
51-200 51-200 51-200
City
Wilton, CT Milan, Milan New York, NY Mechelen, Antwerpen
Country
United States Italy United States Belgium
Skills & Keywords Comparing with main company
21 Total Skills
Financial Aggregation Wealth Management Investment Reporting Alternative Investments Data Management Portfolio Management Financial Services GDPR Compliance High-Quality Data Aggregation Data Anonymization Data Security Serves High-Net-Worth Clients Ultra High Networth Illiquid Aggregation Superior Client Experience Big Data Data Privacy Business Intelligence Custom Performance Reporting Enterprise Data Management Held-Away Assets
17 Total 17 Unique
Unique Skills:
Analytics Blockchain CIO & Innovation Cloud Computing Cognitive Computing Cybersecurity +11
14 Total 14 Unique
Unique Skills:
Acumatica Acumatica Customization Acumatica Development Acumatica ERP Application Development Business Analysis +8
13 Total 13 Unique
Unique Skills:
Archive Artificial Intelligence Compliance Dashboards Data Intelligibility Financial messaging +7
4
Total Companies
2006
Oldest Founded
3
Countries
65
Unique Skills

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Alternative Company Names

This company is also known as

PCR Financial Aggregation PCR金融聚合 पीसीआर वित्तीय एकत्रीकरण Agregación Financiera PCR تجميع PCR المالي Agrégation Financière PCR Финансовая Агрегация PCR Agregação Financeira PCR