PCR Insights

PCR Insights, the trading name of Private Client Resources, runs a data aggregation service that collects custodial and alternative investment data for RIAs, family offices, trust companies, private banks, custodians, broker-dealers and wealthtech platforms. The company says more than 300 firms use it and that it has processed over $500 billion in assets.

PCR enrolls each account once through a letter of authorization, which makes it an interested party, so clients do not have to maintain portal passwords. It receives daily feeds from custodians and banks, and for private funds it gathers capital calls, distribution notices, valuations and K-1s from manager portals and email. Software reads the documents with OCR and machine learning, and an operations team handles statements that arrive without a feed and checks exceptions. The data is reconciled and validated, then published to the client's reporting, accounting, performance or CRM system. A reporting product added in September 2026 offers time-weighted and IRR calculations, white-labeled client portals, report builders and legal entity mapping for trusts, LLCs and foundations.

Wealthtech vendors can resell PCR feeds under their own brand with single sign-on. PCR is headquartered in Wilton, Connecticut, has offices in New York, Rotterdam and Mumbai, bought the European aggregator Check6 in 2020, and is led by chief executive Ranjan Mishra.