The firms said the partnership aims to create a modern digital experience for advisors, clients and their families.

Private Client Resources, which pulls together data on wealth and delivers other information to ultra-high net worth families, is partnering with Empire Software, which puts advisor and client data onto a cloud-based platform.

“PCR is proud to collaborate with Empire Software to provide clients with a service that can enhance their investment acumen and help them make better financial decisions,” Robert Miller, chief executive of PCR, said, noting that more than 1,200 ultra-high net individuals use its services.

Matthew Hoffman, co-founder of Empire Software, added: “Our partnership with PCR solves the pain point of wealthy families and individuals who currently do not have an easy-to-access source of understanding and managing their total wealth. Empire enhances the user experience by adding the ability to securely link financial assets with tangible assets, liabilities, contacts, documents, and dates together seamlessly.”

The partnership aims to create a modern digital experience for advisors, clients and their families, with Empire’s secure web-based platform and native iOS and Android apps, providing on-the-go access to every aspect of personal, financial, estate, insurance, legal information, and more. PCR’s Data Aggregation will be integrated directly into Empire’s dashboard for “at-a-glance” updates through Empire’s “illui Portal.” 

Fully reconciled data will flow into Empire from over 400 electronic data sources and managers.