PCR Joins Forces With Family Office Solutions Provider

Robbie Lawther

13 February 2018

Connecticut-headquartered Private Client Resources , which provides wealth data aggregation services to ultra-high net worth families, trusts, private banks, and investment advisors, has partnered with AltaReturn, which delivers back- and front-office solutions for the private equity and family office industries.

The integrated solution will combine PCR's data aggregation capabilities with AltaReturn's accounting and reporting services to streamline the reporting function for both single and multi-family offices, the firms said in a statement.

The partnership will ensure AltaReturn clients have the most accurate and complete data that will support their decision-making process on a daily basis.

TotalWealthStream, PCR’s wealth information management platform combines data aggregated from over 400 custodians with alternative transactions curated from the investor communications of almost 2,000 managers. Over $250 billion in assets are delivered to its reporting, accounting, risk management and analytics platforms daily.

AltaReturn is based in four continents, with offices in Miami, San Francisco, Boston, New York, Washington, DC, Toronto, London, UK, Rotterdam, The Netherlands, Sao Paolo, Brazil, Kyiv, Ukraine and Hong Kong, China