Sponsor Name
PCR
Sponsor Description
PCR is the industry’s leading provider of institutional-grade investment data aggregation, trusted by private banks, RIAs, family offices, trust companies, asset allocators, wealth tech platforms, and more. Uniquely positioned, PCR aggregates custodial data from over 1,000+ financial institutions and alternative investment data from more than 3,000 liquid and illiquid managers.
Unlike other providers, PCR obtains consent through its digital Letter of Authorization (LOA) process, enabling direct engagement with custodians and fund managers. This eliminates the need for client-shared credentials, ensuring secure, complete, and scalable aggregation across complex portfolios.
Beyond aggregation, PCR delivers Managed Data Services — providing reconciliation, exception management, L1 data support for operations teams, and even data distribution services. PCR not only aggregates data but also manages, validates, and distributes it, including running client feeds where required. This ensures that operational stakeholders can rely on a single partner for end-to-end data readiness.
PCR’s total solution revolves around dedicated client support. The company integrates its operations and client service teams to manage inquiries, ensure timeliness of delivery, investigate issues, and coordinate directly with counterparties when needed. Clients use PCR’s reconciled and performance-ready data to power leading portfolio management, trust accounting, and reporting systems — with accuracy, completeness, and operational reliability at the core.
PCR’s reputation is built on accuracy, completeness, service, and scalability — delivering not just data, but also the managed services and operational backbone needed to make that data truly usable.
Unlike other providers, PCR obtains consent through its digital Letter of Authorization (LOA) process, enabling direct engagement with custodians and fund managers. This eliminates the need for client-shared credentials, ensuring secure, complete, and scalable aggregation across complex portfolios.
Beyond aggregation, PCR delivers Managed Data Services — providing reconciliation, exception management, L1 data support for operations teams, and even data distribution services. PCR not only aggregates data but also manages, validates, and distributes it, including running client feeds where required. This ensures that operational stakeholders can rely on a single partner for end-to-end data readiness.
PCR’s total solution revolves around dedicated client support. The company integrates its operations and client service teams to manage inquiries, ensure timeliness of delivery, investigate issues, and coordinate directly with counterparties when needed. Clients use PCR’s reconciled and performance-ready data to power leading portfolio management, trust accounting, and reporting systems — with accuracy, completeness, and operational reliability at the core.
PCR’s reputation is built on accuracy, completeness, service, and scalability — delivering not just data, but also the managed services and operational backbone needed to make that data truly usable.
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