Private Client Resources (PCR) and Private Wealth Systems today announced a new partnership that integrates PCR’s global data aggregation services with Private Wealth Systems portfolio accounting and investment reporting platform for family offices, private banks, and global asset managers.
The partnership combines the very best of PCR’s electronic aggregation offering including; digital consent technology, electronic aggregation from over 20,000 sources for private equity, alternative investments, and physical statements, expanded direct custodial connections, utilization of PCR’s API framework and co...