2014

Private Client Resources' Palette Platform™ Experiences Exponential Growth Assets on Award-Winning Open Architecture Platform Have More Than Tripled Within the Last Year

WILTON, Conn., Aug. 2, 2012 /PRNewswire/ -- Private Client Resources (PCR), a leading solutions provider to Private Banks, Family Offices and RIA firms, has marked the one-year anniversary of its industry-leading Palette Platform. The 2011 introduction of this open architecture platform revolutionized the operations of many wealth management firms through its integration of systems, capabilities and services that can be customized to meet the varied needs of clients. The platform delivers high-quality aggregated data, premium reporting, risk analysis, CRM integration and invoicing, among other powerful capabilities.

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"The growth of our client base and assets on the system are directly correlated to PCR's unwavering commitment to delivering solutions to clients that encompass the highest caliber technology and service offerings to meet their needs," said Robert Fiore, President and CEO of PCR. "The fact that assets on the platform grew to $63 billion (223% increase) at the end of 2011, and are on track to reach $84 billion by the end of 2012, clearly shows that wealth managers are rapidly embracing a fully integrated and customized solution that allows them to focus more time and resources on the needs of their clients."

Through PCR's open architecture platform and its continual innovation, including the firm's strategic partnerships, wealth managers have access to powerful, best-of-the-best capabilities that enable them to gain efficiency, increase scalability and grow their profitability. In 2011, PCR announced strategic partnerships with HiddenLevers and Salentica. Respectively, these worked to strengthen Palette Platform's risk analysis and client relationship management offerings. Additionally, the firm built integrations with Salesforce.com.

"Palette Platform was designed at a time when the inefficiencies of multiple platforms running without integration were hindering wealth managers' ability to make the informed decisions required to meet their clients' investment goals," said Fiore. "Such inefficiencies were impacting wealth managers' client relationships and their ability to grow the business. We're privileged to say our platform filled critical gaps, changed the status quo and is a leader in aggregation and reporting services. Our clients are excited to see what PCR will deliver over the next year to further differentiate them from their competitors. Given our commitment to innovation and service, we see our strong growth continuing."

For more information, please contact Jami Schlicher at (973) 850-7309 or jschlicher@jcprinc.com.

About Private Client Resources

Private Client Resources (PCR) is an award-winning solutions provider serving Private Banks, Family Offices and RIA firms. PCR offers innovative tools and services, including its proprietary Palette Platform™ system, that deliver a broad range of capabilities and customized solutions, including high-quality aggregated data for both traditional and alternative investments, premium client reporting with full multi-currency, interactive dashboards, rebalancing capabilities, research, risk analytics, CRM integration and invoicing.

Headquartered in Wilton, Conn., PCR is a value-driven service partner committed to positioning its clients for sustained growth. For more information, visit www.pcrinsight.com.

CONTACT: Jami Schlicher
JCPR
(973) 850-7309
jschlicher@jcprinc.com

SOURCE Private Client Resources



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