Print Page   |   Contact Us   |   Sign In   |   Join
Private Client Resources
Profile Pages
Last updated: 6/19/2018
Private Client Resources
Company Information
Private Client Resources
187 Danbury Rd Ste 202
06897  United States
 [ Map ]
203 762.9006 (Phone)
  PCR is trusted by leading Private Banks, Investment Advisors, Family Offices, Institutional Investors, and Trust Companies to securely deliver rich data on hundreds of billions of dollars of assets, powering critical investment decisions, every day. Founded by family offices over 15 years ago, we now serve over 1,500 families and institutions.

Our award winning Platform-as-a-Service, TotalWealthStreamTM aggregates data from over 400 custodians and 3,000 fund managers. Whether marketable securities, hedge funds, private equity, real estate, business interests or personal assets – PCR gathers 100% of an investors assets and liabilities wherever held and puts the data to work in their preferred reporting, analytics, accounting and other systems. TotalWealthStreamTM is the definitive scalable, flexible and affordable outsource alternative to costly internal operations, TAMPs, and administrators. PCR is changing the way the world’s wealthiest families and their advisors manage and analyze their data.

For more information visit
Additional Information
  Custodial & Data Services
Association Management Software Powered by YourMembership  ::  Legal