PCR Wins Back-To-Back Awards: "Best Reporting Solution" And "Best Family Office Technology Provider"
Private Wealth Industry Recognizes Private Client Resources as the Clear Leader in Aggregation and Reporting Services
WILTON, Conn., Feb. 9, 2015 /PRNewswire/ -- Private Client Resources (PCR), a leading specialist of private wealth aggregation, reporting and integrated technology, has been recognized as the "Best Reporting Solution" by Private Asset Management (PAM) and as the "Best Family Office Technology Provider" by Family Office Review (FOR). These two prestigious annual industry awards highlight the achievements of single- and multi-family offices, private banks and RIA firms, and the elite wealth advisors, asset managers and service providers who work with them.
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PCR is a notable data aggregation and client reporting service provider with more than 14 years of expertise serving the ultra-high-net-worth (UHNW) market. The firm pioneered today's outsourcing model of consolidated reporting and is known for its reporting and technology innovations, and its comprehensive data aggregation of all asset classes, including private equity and hedge funds. "Families with significant wealth need timely, accurate insight into their total wealth picture—what we call 'Family Wealth Clarity'," says Robert Fiore, President and CEO of PCR. "Our clients who serve UHNW families are thrilled to provide superior consolidated wealth reporting without the work and worry." PCR provides its white-labeled products and solutions to family offices, private banks and RIA firms.
Winners of both the 2015 PAM Awards and FOR Awards were selected by independent panels of industry veterans based on key criteria and performance indicators, including financial progress and stability, growth in clients, client satisfaction and industry innovation.
In the PAM competition, other finalists included: Addepar; Advent Software; Archway Technologies; and Envestnet. In the FOR competition, other finalists included: Archway Technologies; and WealthTouch. (Note: WealthTouch was acquired by Archway in 2014.)
About Private Client Resources
Private Client Resources (PCR), founded in 2000, is a leading specialist of consolidated reporting solutions with integrated technology and data aggregation, serving Family Offices, Private Banks and RIA firms. PCR delivers unique capabilities and customized solutions, including high-quality aggregated data for both traditional and alternative investments, premium client reporting technology with full multi-currency, document management, research and risk analytics.
PCR is the recipient of the PAM Award for "Best Reporting Solution" in 2015 and 2014, and "Most Innovative Private Bank Provider" in both 2013 & 2012; and the Family Office Review Award for "Best Family Office Technology Provider" in 2015 and 2013.
For more information, please call (203) 210-0047 or visit www.pcrinsight.com.
About Family Office Review
Family Office Review (FOR) is a global online publication for high-net-worth individuals, family offices, wealth advisors, asset managers and service providers. Founded in 2011, it serves the family office community with relevant, organized news and information.
Headquartered in London, UK and Chicago, IL, FOR strives to help its audience find the balance between "The art and science of wealth."
For more information on FOR, please visit www.familyofficereview.com.
About Private Asset Management
Private Asset Management (PAM)—the industry publication that exclusively covers the wealth management and family office industry—brings to readers actionable information regarding best business practices, investment management and trust services.
It incorporates breaking industry news, people moves, in-depth trend articles and profiles on top multi- and single-family offices and wealth management firms. In conjunction with PAM's monthly breakfast briefings, the magazine advises, educates and fosters a sense of community and peer-to-peer networking opportunities. PAM's readership includes family offices, private bankers, money managers, high-net-worth units, hedge fund managers, consultants, concierge firms, lawyers and accountants. PAM is published by Pageant Media, a leading provider of business information and insight.
For more information about PAM magazine, please visit www.pammagazine.com.
SOURCE Private Client Resources
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