Wealth management today isn’t just about handling investments—it’s about managing data smartly. With clients owning assets across multiple custodians, platforms, and private markets, delivering accurate, timely, and comprehensive portfolio reporting is more complex than ever.

At PCR, we help wealth managers and financial institutions turn scattered data into strategic insights. Through advanced financial aggregation and seamless support for alts investment data, we make wealth reporting more efficient, accurate, and impactful.

Why Is Financial Aggregation So Important?
Picture this: your client has accounts at three custodians, a few direct private equity deals, and holdings in several hedge funds. Now imagine trying to bring all that into a single, accurate report without spending days wrangling spreadsheets.
That’s where financial aggregation steps in.

With PCR’s aggregation engine, you can:

Collect and unify data across multiple custodians and asset classes
Eliminate duplication and manual data entry
Ensure real-time visibility and consistency

You gain a consolidated, clean view of every portfolio—helping you focus less on data wrangling and more on client relationships.

The Alt Investment Data Problem (And How PCR Fixes It)
Alternative investments—also known as alts—bring strong returns but messy data. Valuation lags, inconsistent formats, and missing performance metrics make them hard to track and report.

PCR simplifies alts investment data by:

Structuring unformatted data into standardised formats
Integrating alts into traditional investment reporting
Supporting private equity, hedge funds, real estate, and more

Whether you’re a multi-family office or an institutional team, we help you make alt data as accessible as a public stock feed.

Portfolio Reporting that’s Actually Reliable
Once data is aggregated, the next step is reporting. But reporting isn’t just about compiling numbers—clients want insights that are clear, accurate, and relevant.

PCR’s portfolio reporting capabilities allow you to:

Build custom reports for clients, internal teams, or compliance
Include all asset classes, currencies, and entities
Automate delivery with confidence in data accuracy

The result? Smoother workflows, better conversations with clients, and stronger decision-making.

See It in Action: Custodial Data Transformation by PCR
Our blog Custodial Data Transformation by PCR for Custom Reporting goes deeper into how PCR turns complex custodial data into usable formats for wealth firms. You’ll see how we help clients:

Transform raw custodial feeds into report-ready formats
Validate and enrich investment data
Deliver faster, cleaner reporting

It’s one of the reasons firms trust PCR with their data operations.

Want to Build on That Data? Use Our API
Modern wealth platforms need modern data connections. In our blog How PCR’s API Activate Custodial Data for Wealth Platforms, we explain how PCR’s API lets you:

Access clean, verified custodial data in real time
Integrate directly into your portfolio management or CRM tools
Scale reporting, compliance, and analysis

With Custodial Data API for Wealth Platforms, you no longer have to move data manually or wait for batch files.

Final Thoughts: More Clarity. Less Chaos.
In a world where wealth is getting more complex, PCR brings simplicity. Our platform empowers you to:

Aggregate data across systems
Manage alts investment data like a pro
Deliver powerful, automated portfolio reporting
Plug into clean data via APIs

Ready to upgrade your wealth data strategy? Connect us today and see how PCR transforms financial aggregation into your competitive advantage.

With PCR’s aggregation engine, you can:

Collect and unify data across multiple custodians and asset classes
Eliminate duplication and manual data entry
Ensure real-time visibility and consistency

You gain a consolidated, clean view of every portfolio—helping you focus less on data wrangling and more on client relationships.

PCR simplifies alts investment data by:

Structuring unformatted data into standardised formats
Integrating alts into traditional investment reporting
Supporting private equity, hedge funds, real estate, and more

Whether you’re a multi-family office or an institutional team, we help you make alt data as accessible as a public stock feed.

PCR’s portfolio reporting capabilities allow you to:

Build custom reports for clients, internal teams, or compliance
Include all asset classes, currencies, and entities
Automate delivery with confidence in data accuracy

The result? Smoother workflows, better conversations with clients, and stronger decision-making.

Transform raw custodial feeds into report-ready formats
Validate and enrich investment data
Deliver faster, cleaner reporting

It’s one of the reasons firms trust PCR with their data operations.

Access clean, verified custodial data in real time
Integrate directly into your portfolio management or CRM tools
Scale reporting, compliance, and analysis

With Custodial Data API for Wealth Platforms, you no longer have to move data manually or wait for batch files.

Final Thoughts: More Clarity. Less Chaos.
In a world where wealth is getting more complex, PCR brings simplicity. Our platform empowers you to:

Aggregate data across systems
Manage alts investment data like a pro
Deliver powerful, automated portfolio reporting
Plug into clean data via APIs

Ready to upgrade your wealth data strategy? Connect us today and see how PCR transforms financial aggregation into your competitive advantage.

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Maximising Wealth Intelligence with Financial Aggregation and Portfolio Reporting

Maximising Wealth Intelligence with Financial Aggregation and Portfolio Reporting

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