Total wealth aggregation portfolio reporting technology for family offices, private banks, wealth management firms, & more. Leave no asset behind.
Wilton, CT
Joined August 2014
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We are pleased to have Private Wealth Systems join the growing number of wealth technology firms adoption PCR's wealth aggregation solutions.
#aggregation #wealthtech #clientreporting #portfoliomanagement #wealthmanagement. pcrinsights.com/pr-private-w…
Will changes in accreditation, increasing allocations and new business models impact how alternative investors will be served?
pcrinsights.com/blog-democra…
.@UBS is creating a special team to offer late stage and pre-IPO investment opportunities to their wealthiest clients.
As more firms focus on the private markets, this means data aggregation will become even more of challenge. reuters.com/article/us-ubs-g…
To see how we handle billions in alternative allocation, check out our services.
pcrinsights.com/casestudies
Congrats to @DTeten of @HOFCapital winner of the $100 iTunes gift card! 🎉
Courtesy of your Friends at PCR! 🥂
Thanks to all for a great #invest2019
Held-away needn't mean hidden! Stop by our exhibit at #InVest19 today, say hello to Brian Shapiro & William Lichtwald, and discover how our Total Wealth Aggregation portfolio-reporting technology leaves NO asset behind.
@InVest_Event #InVest2019
Come Meet PCR in NYC on July 16th & 17th
Don't miss the most anticipated digital wealth event of the year. PCR, CEO Bob Miller speaking on something at the core of our value system - aggregators must not be analyzers.
If you are attending please contact
[email protected]
The @Private Client Resource s team had a great time at the @SIFMA Private Client Conference this week. Special thanks to @TamaraTondu @kbentsenjr @salvatore-chiarelli and the whole SIFMA team for wonderful event.
PCR, CEO, Bob Miller in Investment News on how even the simplest of data processing miscues, can lead to a swath of negative consequences. #wealthmanagement #uhnw #privatewealth #transparency #datamanagement #dataprocessing #datasecurity investmentnews.com/article/2…
PCR is very excited about our new partnership with @TamaracInc . Thanks to Ashley Dahl!
I learned that integrations with @PCRinsights @lifeyield @ASmarterLook @blackrock are coming to the @TamaracInc platform.
Who said this? Tamarac VP Ashley Dahl did!
youtu.be/AGkUmlxMvdU
Thank you Tamarac for being our #SchwabIMPACT video #sponsor!
Bob Miller CEO of PCR: 4 Questions to Ask the Ultra-Wealthy Client at.law.com/nu3Kw1?cmp=share_… via @ThinkAdvisor
Private Client Resources retweeted
Some judges’ comments on @Addepar demo: I’m impressed by the level of customization, platform was snappy, you’re shifting into a proposal generation tool, I found reporting uninspiring #Invest2018 Scores: 6.0, 8.0, 8.0 & 8.0
PCR 10 Disruptive Demos from InVest NYC 2018 sumo.ly/XpxM via @wm_today “there’s something really cool here that can help scale, other #aggregators focus on simple investments, like that you can #securitize any asset, like focus on #APIs and single source of truth.”
We at @Private Client Resources are proud to participate as a finalist and leading #Aggregation provider in this years Wealth Management awards.
zurl.co/382om
HedgeFundAlert highlights the growth of PCR over past 18 months, from obscurity to market leading TotalWealth Aggregator and Data Security Platform. zurl.co/L5ejD @hedgefundalert #dataaggretaion #hedgefunds #privateequity #wealthmanagement #privatebanking #trustbank
