Private Client Resources' Strategic Partnership With Vizit Produces Solid Results For Advisors

Collaboration Results in a Full-Featured Document Management System, Adding a New Dimension of Personalization to Advisor/Client Communication

Sep 10, 2012, 09:00 ET from Private Client Resources

WILTON, Conn., Sept. 10, 2012 /PRNewswire/ -- Private Client Resources (PCR), a leading solutions provider to Private Banks, Family Offices and RIA firms, has found that its strategic partnership with Vizit, a creator of Microsoft® SharePoint® content visualization and enterprise social collaboration applications, is paying huge dividends for advisors. The two firms collaborated on a customization of Vizit's document viewer for use on PCR's Palette Platform™, 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 high-net-worth clients.

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"The most revolutionary result of this integration of Vizit and the Palette Platform is advisors now have the ability to access, mark-up and annotate important client documents from anywhere and on any web-enabled device," said Robin Williams, Chief Product Officer for PCR.

"When we were looking for strategic partners specific to offering this capability, we were focused on the full set of document services, not just the basic document storage that is broadly seen in the market today. As with all of our product initiatives, we were innovating from the client's perspective of, 'What challenges are they facing; what unanswered needs exist; and what can serve to strengthen their business?'" Williams added.

"Vizit has been able to enhance Palette Platform's premium reporting capabilities," noted Vizit CEO Paul Yantus. "Advisors and their clients now have the ability to easily find documents visually on Palette, rather than search by name alone. It's truly a collaboration tool that greatly improves communication and efficiency for PCR, its advisor clients, and between the advisor and the end-client."

When utilized by advisors to report back to their clients, the Vizit application allows them to highlight a specific area of a document and then begin a discussion thread associated with that highlighted area. It can also be used as a tool for advisors to draw attention to their own expertise and improve communication with the end-client, making certain they're aligned on investment strategy and other important issues. This feature allows advisor who may meet with clients quarterly, or at other intervals, to keep the dialog flowing throughout the year by giving clients the opportunity to make notes and respond immediately with their own comments on any documents or reports sent between in-person meetings.

Ease of use has been another key benefit of the partnership for users of Palette Platform. Clicking on a document on the platform using Vizit renders the document in-place, allowing the user to read, mark-up, edit and annotate documents regardless of whether the document is a PDF, Excel® spreadsheet or PowerPoint® presentation, among other formats. The Vizit application eliminates the need for the end user to have the authoring software, e.g. you do not need to have Excel on your web-enabled device to work in an Excel document.

"Successful relationships are built on the foundation of good communication, and PCR is continually seeking to enhance the tools that advisors need to foster communication, strengthen relationships and enhance the value of advisors to their clients," said Williams. "This innovation—one among many over the past year, as well as what we have planned for the coming quarters—helps our clients gain efficiency, increase scalability and grow profitability."

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, rebalancing capabilities, research, risk analytics, CRM integration and invoicing, among others.

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

About Vizit
Vizit makes SharePoint content easier to find by placing previews alongside SharePoint lists and search results. Vizit enables content centric social conversations integrated with SharePoint security, workflows, and records policies. Vizit creates a true "Enterprise 2.0" experience within SharePoint by providing a rich set of document management and social tools. For more information, email, call (425) 216-6170 or U.S. toll-free (855) VIZIT-US, or visit


Jami Schlicher


(973) 850-7309  

SOURCE Private Client Resources