TotalWealthViews UHNW Aggregation Solutions

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About this Product

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Premium outsource of complex UHNW client data aggregation:

  • Fully reconciled, including manual and illiquid accounts.
  • Fed to your portfolio, reporting, CRM and other systems.
  • Serving 1,200 families and their Advisors.

About Private Client Resources

PCR was founded by a group of private clients in 2000 to deliver services tailored to wealthy families. Since then we have established a 17-year track record of delivering a tailored outsource of complex UHNW data aggregation and client reporting focused on the unique demands of wealthy families and their advisors. PCR has always been known as a high-quality UHNW reporting solution. The fact is our reports are award-winning because we tackled the must tougher challenge of aggregating and enriching very difficult to acquire and understand wealth data in ways that were more efficient and accurate. Every industry trend, advisory methodology and client study has reaffirmed our core believe system - UHNW advice must be based-on a total view of wealth - including both sides of the balance sheet, business interests and other illiquid accounts. We knew the importance of total wealth aggregation over 17 years ago.

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Data Aggregator, UHNW Technology
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

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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.