PCR Launches Next Generation Wealth Management Platform

WILTON, Conn., July 12, 2011 /PRNewswire/ -- Private Client Resources (PCR), founded in 2000, is a leading solutions provider to Private Banks, Family Offices and RIA firms. PCR is a multi-faceted service company that delivers: private wealth aggregation; reporting and integrated systems; custom solutions and services. PCR is pleased to announce the launch of Palette Platform™. This latest innovation is an open architecture integration of systems and capabilities that can be customized to the varied needs of private wealth firms. It provides a complete view of the client relationship and leverages powerful tools that can improve the efficiency and effectiveness of private wealth firms serving the high-net-worth.

This new platform delivers robust capabilities, including high-quality aggregated data, premium reporting, CRM, billing and much more while allowing users to access only those capabilities they want and need in a fully integrated package.

"This release is a game changer for our firm, our clients and the markets they serve. In simplest terms, Palette Platform allows advisors to work smarter and faster—achieving efficiencies across their firm that drive both scalability and profitability," said Robert Fiore, President and CEO of PCR. "Our clients consistently tell us that they cannot serve their clients at the level they demand without PCR. We are committed to providing exceptional capabilities and services that optimize wealth management and advisory businesses. Palette Platform further delivers on that promise."  

Palette Platform provides insight into every investor holding on a single screen, as well as a complete view of all client relationships across the enterprise—from full multi-currency performance reports to CRM to billing to annotating documents in an archive.

"The platform's advanced systems allow our clients to deepen existing client relationships by offering detail and data not available through other providers," Fiore added. "Our robust capabilities, accessible within a single, secure online platform, will transform how Palette Platform users do business."

Palette Platform capabilities include:

• MIS (Management Information System)
• Sophisticated Reporting (with full multi-currency)
• Intelligent Dashboards™ and Pivot Analyzer™
• Advanced Document Management
• CRM Integration
• Client Billing
• Collaboration Center™

"PCR's high quality data, expertise with alternative investments and commitment to client service differentiates us from the competition," said Robin Williams, Managing Director, Product Management and Chief Technology Officer for PCR. "Palette Platform is just the beginning as the firm continues to evolve to meet the needs of an increasingly sophisticated market."

For more information, please contact Jami Schlicher at 973-850-7309 or [email protected].

About Private Client Resources

Private Client Resources (PCR), founded in 2000, is a leading solutions provider to Private Banks, Family Offices and RIA firms. PCR is a multi-faceted service company that delivers: private wealth aggregation; reporting and integrated systems; custom solutions and services. PCR's innovative Palette Platform™ is a proprietary, next-generation solution that includes high-quality aggregated data, premium reporting, management information system, intelligent dashboards, collaboration center, CRM and billing. The firm's integrated capabilities have been engineered to allow private wealth firms to streamline multiple business processes, be more responsive to client needs and strengthen their client relationships.  

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

SOURCE Private Client Resources