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About this Product
Our unified technology and operations platform delivers investment data across all asset classes and provides a single vendor solution to power the most challenging consolidated investment reporting applications.
- Streamline Your Alternative Investment Reporting
- Eliminate the manual processing of statements, capital calls, notices and tax documents with our customizable technology-led managed service.
About Private Client Resources
Welcome to Private Client Resources (PCR) Data Aggregation, your expert partner in financial data management. PCR offers advanced solutions for managing custodial accounts, alternative investments, and full-service aggregation. Our services include:
Custodial Account Aggregation: Consolidates data from multiple accounts and institutions.
Alternative Investment Aggregation: Normalizes data for accuracy and completeness.
Full-Service Aggregation Platform: Integrates custodial feeds and investment documents with precise data extraction and reconciliation.
Transaction Processing and Data Enrichment: Enhances transaction, position, and security data with advanced technology.
Data Publishing and Integration: Provides seamless data integration through extracts and APIs.
PCR ensures GDPR compliance and robust security, protecting data throughout the aggregation process. We deliver innovative solutions, emphasizing quality and security, to help clients navigate complex financial landscapes confidently. Experience PCR's excellence in financial data aggregation.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.