Wealth Management's Most Trusted Financial Aggregation Utility
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.
Compare PCR Financial Aggregation with 3 companies in Financial-Services
| Comparison Field |
PCR Financial AggregationMain Company |
ZeroUnoWebView Profile |
Sprinterra ✅View Profile |
Vyntra Global - Tran...View Profile |
|---|---|---|---|---|
|
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
|
Other organizations in the same industry
This company is also known as