PCR's CTO, Robin Williams, Joins Technology Panel Discussion at Private Wealth Magazine Conference
Williams Discusses Core Technology Solutions to Meet the Evolving Needs of Wealthy Clients and the Firms that Serve Them
WILTON, Conn., Oct. 31, 2011 /PRNewswire/ -- Private Client Resources (PCR), the premier provider of private wealth aggregation, reporting and data-driven solutions for private banks, family offices and RIA firms, is pleased to announce that Robin Williams, Chief Technology Officer, was selected to join a panel on technology at Private Wealth Magazine's conference on cultivating ultra-high-net-worth clients. The panel focused on the current and emerging technologies that are driving the most effective private wealth businesses.
"There's an arms race of sorts going on out there. Gaining efficiency, increasing scalability and growing profitability are no longer goals for private wealth managers, they are business imperatives," Mr. Williams said. "Firms are looking to leverage technology to beat out their competition. The winners will be determined, in part, by how well they leverage aggregation, reporting and related services."
PCR's innovative wealth management solution, Palette Platform™, is one example of the systems, processes and tools being engineered for the financial marketplace. Released in July of 2011, it offers the highest quality aggregated data, premium reporting, CRM, billing and more in a fully integrated package.
Private Wealth Magazine's conference was held Oct. 10 and 11, 2011 at the Eventi Hotel in New York. The capacity crowd of more than 150 included private banks, family offices, RIA firms and ultra-high-net-worth individuals.
For a copy of the presentation and for more information about PCR, please contact Jami Schlicher at 973-850-7309 or [email protected].
About Private Client Resources:
Private Client Resources (PCR) is a leading solutions provider to Private Banks, Family Offices and RIA firms. The firm's private wealth aggregation and integrated reporting and systems, along with its custom solutions and services, deliver robust capabilities tailored to the needs of its clients. Financial professionals can enhance and grow client relationships through PCR's innovative Palette Platform™, a proprietary, next-generation solution that includes high-quality aggregated data, premium reporting, intelligent dashboards, CRM and billing.
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.
CONTACT: |
Jami Schlicher |
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JCPR |
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973-850-7309 |
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SOURCE Private Client Resources
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