NEW YORK and LOS ANGELES, Jan. 14, 2020 /PRNewswire/ -- Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth ...

New York, NY – June 06, 2019 — Private Client Resources (PCR), the aggregator of choice for major wealth-management firms and technology providers, today announced that private equity firm Public ...

WILTON, Conn., Oct. 5, 2017 /PRNewswire/ -- PCR, the provider of TotalWealthViews tm, the premier wealth data aggregation and reporting service for UHNW Advisors and Clients, is pleased to announce ...

Private Client Resources (PCR) has partnered with FundCount to offer an integrated cost-efficient managed data solution within the FundCount platform. FundCount is a global provider of accounting, ...

Family offices and foundations using aggregation services will now have access to an automated reporting system for fine art and collectibles, according to a recent announcement from Private Client ...

Private Client Resources (PCR) has partnered with Asset Vantage to offer an integrated managed data solution within the Asset Vantage platform. The partnership will integrate PCR’s TotalWealthStream, ...