The wealth data aggregation and reporting service for UHNW clients and advisors has a new chief executive.

PCR, the provider of TotalWealthViews ™, a wealth data aggregation and reporting service for advisors to ultra-high net worth clients, has appointed Bob Miller to take over from Rob Fiore as chief executive.

Miller was previously the founder and CEO of CorrectNet and a pioneer in ultra-secure client, PCR said, in reporting solutions for top-ranked global institutional wealth managers.
Last year, Miller joined PCR as its vice chairman and strategic advisor.

“My mandate from our owners is crystal clear. First, make sure the 1,200 families we currently serve benefit from the innovations we are now bringing to market – they helped build our business and we are committed to their continued success. Next, capitalize on our unique capabilities and recent investments to grow the business in new ways from our current $125 billion to $500 billion in assets aggregated,” Miller said in a statement yesterday.

The company also announced executive team promotions. Adam Carta, formerly senior director of operations, was promoted to COO with responsibilities over every aspect of the delivery platform. Bill Hiza, formerly manager of the financial analyst team, was promoted to senior vice president for client experience. Bill Lichtwald, a 20-year financial technology enterprise sales veteran, has been moved to senior VP, head of sales.

“We address the needs of the almost 72,000 North American UHNW families different than many of the new comers – primarily the software providers,” Miller said.

Partnership program
PCR also announced a partnership program to enable software vendors and other providers to automate the integration of PCR data solutions into their platforms on a white-labeled basis at discounted prices.
The company said it expects to announce at least three new partnerships over the next month.

PCR was founded by family offices in 2000.