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Private Client Resources


PCR is trusted by leading Private Banks, Registered Investment Advisors, Multi-Family Offices and OCIO’s and Trust Companies worldwide.   PCRs TotalWealthStreamtm combines data we aggregate from over 400 custodians with alternative transactions curated from the investor communications of almost 2,000 managers. Whether marketable securities, hedge funds, private equity, real estate, business interests or personal/collectible assets.

Several Key Attributes

  • Digital Letter of Authorization of process, not username and password sharing
  • Support for the most complex account and hierarchy definitions
  • Reconciled and normalized security master, holdings, transactions, tax-lots, cash-flows, and performance.
  • Pre-Integration with your systems, with self-configurable and schedule custom extracts to automate your data flows

TotalWealthStreamtm offers a scalable, flexible and affordable outsource alternative to building internal staff, systems, processes and spreadsheets.  The entire lifecycle of aggregating, reconciling, normalizing, storing and publishing investment data is performed by PCR, a trusted partner with nearly two decades of experience.

Visit Private Client Resources

Integration Partner Details

  • Name:Private Client Resources., LLC
  • Category:Portfolio Accounting System

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