Wilton, Connecticut Jul 7, 2025 (Issuewire.com) - PCR Insights (Operating as Private Client Resources), a seasoned fintech innovator founded in 2000, is leading the transformation of financial data integration and reporting for wealth managers, family offices, RIAs, private banks, and enterprises worldwide.
Streamlined Multi-Source Data Aggregation
PCR’s cutting-edge platform enables automated collection, transformation, validation, reconciliation, and publication of financial data from custodians, banks, broker‑dealers, and alternative investments. Serving over 300 firms across 3,000+ institutions—and processing $500 billion in assets and 150,000+ accounts—PCR ensures seamless T+1 delivery of enriched, error-resistant transaction and portfolio information.
Robust Quality & Compliance Controls
Employing AI-powered OCR and NLP, PCR delivers machine-precise data extraction, monitored by an expert operations team for manual oversight when needed. Comprehensive validation and multi-tier reconciliation guarantee high data integrity, suited for performance, compliance, and risk management applications.
Portfolio Reporting & Custom Integration
Offering a unified platform for consolidated wealth reporting, PCR supports customized views, real-time performance tracking, and risk assessment across all asset classes—including custodial, banker, and illiquid holdings—via API fed into third-party reporting systems like Addepar and Solovis.
Managed Services & Scalable Partnerships
PCR’s portfolio extends beyond technology. Through reseller and integrator partnerships, they support fintech and wealth-tech providers with managed data services—covering onboarding, historical data backfill, and certified user support—so clients concentrate on value delivery, not data logistics.
Enterprise-Grade Solutions & Security
With over two decades of experience, PCR backs enterprise-grade features—secure API access, custodial integration, private equity reporting, transparency workflows, and strict compliance protocols. Their system empowers private banks, custodians, and broker-dealers to unify reporting across legacy systems efficiently.
About PCR Insights
PCR Insights (Private Client Resources), a private equity-backed firm headquartered in Wilton, CT, with global offices in Rotterdam, Mumbai, and Danbury, offers a unified data aggregation solution covering both liquid and alternative assets. Trusted by wealth managers, advisors, and global private banks, PCR bridges the complexity of multi-source financial data into clean, actionable insights.
Media Contact
PCR Insights sales@pcrinsights.com +1 203.762.9006 42 Lake Ave Ext, Danbury, CT 06811, United States https://www.pcrinsights.com/
