Private Client Resources Announces Strategic Partnership with eMoney Advisor

Seamless Integration of Aggregated Data on Alternative Investments Adds an Enhanced Dimension to Financial Planning

Nov 28, 2012, 09:00 ET from Private Client Resources

WILTON, Conn., Nov. 28, 2012 /PRNewswire/ -- Private Client Resources (PCR), a leading solutions provider to Private Banks, Family Offices and RIA firms, has entered into a strategic partnership with eMoney Advisor, a pioneer in web-based wealth management and financial planning. The agreement will allow financial advisors to seamlessly incorporate data on their clients' alternative investments into their financial plans and strategies.

"The advantage that PCR gives advisors using eMoney's software is in making the financial planning process more active and dynamic," said Robin Williams, PCR's Chief Product Officer. "With volatility in financial markets now the new normal, along with continually evolving geopolitical situations, advisors need institutional-level data on all of their clients' investments so they can react quickly and strategically when changing conditions dictate."

Prior to the strategic partnership with PCR, advisors using eMoney would have needed to conduct research on alternative investments by gathering data from numerous sources and then entering that information manually—a time-intensive and potentially error-prone process. Advisors now have access to accurate data aggregation capabilities that allow them to see each client's portfolio at a glance and take optimum advantage of changing market conditions. Giving advisors daily access to the current value of assets in a client's portfolio allows them to become more proactive in the type and frequency of strategic recommendations they provide, as well as spend more time focusing on client relationships and business growth.

"eMoney is committed to delivering technology for financial advisors that provides holistic planning to their end-clients. Our strategic partnership with PCR extends that capability even further," said John DeVincent, Executive Vice President of Marketing, eMoney Advisor. "An increasing number of advisors have clients with alternative investments in their portfolios. As a result of our relationship with PCR, our advisors can now more easily value alternatives as part of their overall strategy."

PCR is the premier provider of private wealth aggregation and data-driven solutions for private banks, family offices and RIA firms serving high-net-worth and ultra-high-net-worth end-clients. The firm obtains financial data—marketable securities, alternative investments, personal and real property, and both home and away assets—daily from more than 2,366 custodians and managers through proprietary electronic feeds and manually through optical character recognition (OCR) technology. The firm's leading-edge technology, managed by experienced staff, acquire, verify and reconcile data through a rigorous process that produces the most accurate picture of a client's total wealth. PCR transforms complex financial data into concise information that highlights the advisor's expertise and serves as a foundation for their strategic thinking and execution.

For more information, please contact Jami Schlicher at (973) 850-7309 or

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, document management, 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

About eMoney Advisor, LLC
eMoney Advisor, LLC, based in Conshohocken, Pennsylvania, provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better serving of a client's needs. eMoney's suite of tools is used by leading financial services firms around the country, including such well-known names as TD Ameritrade, The Guardian Life Insurance Company of America, LPL Financial, Mass Mutual Financial Group, RBC Capital Markets, Lincoln Financial Advisors Corporation, MetLife, New York Life, Northern Trust, Securian Financial Services, and Allstate Financial Services, as well as thousands of Registered Investment Advisors.

More information is available at


Jami Schlicher






(973) 850-7309


SOURCE Private Client Resources