PCR
Curated by SignalPerformance reporting platform enhancing wealth management through financial aggregation services.
Overview
PCR is a company that focuses on performance reporting for wealth managers. It offers technology-driven financial aggregation services aimed at improving the management of investment performance data. The company utilizes digital tools to assist wealth managers in analyzing portfolio returns, asset allocation, and risk exposure, providing real-time insights and customizable reports. PCR's services include Harvesting as a Service, Extraction as a Service, Integration as a Service, and Held-Away Aggregation, which are designed to address the challenges associated with the manual processing of financial statements and tax documents. The primary target audience for PCR includes wealth managers and financial institutions, with an emphasis on secure data management and strategic recommendations to support decision-making in digital wealth management.
Key facts
- Founded
- 2000
- Headquarters
- Wilton, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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Open roles
6 rolesAnalyst
Mumbai, Maharashtra, India · On-site · Full-time
Analyst/ Sr Analyst Enrolment
Mumbai, Maharashtra, India · On-site · Full-time
Manager Enrolment
Mumbai, Maharashtra, India · On-site · Full-time
