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PCR is the leading aggregator of total wealth data for ultra-high-net-worth families. The company uses a unique process significantly more secure than typical "screen scrape" technologies which rely on clients sharing their usernames and passwords. PCR helps Private Banks, Family Offices and leading RIAs better serve their clients with a consolidation of both electronic and difficult-to-acquire manual statement-based accounts. This enriched information is made available as analytic-ready data at an accuracy of 99.86%. PCR supports an architecture of self-serve data feeds, open APIs, web and mobile communication tools, and comprehensive client report packages.
Profinity is a Santa Monica, CA-based company in the Financial Services sector.
We are a credit union, not a bank. This means we are a member-owned, not-for-profit cooperative. Our sole purpose is to serve the needs of our members. We are the sixth largest credit union in the Baltimore area and among the top ten in Maryland. Three offices—in Hunt Valley, Rosedale and Bel Air—serve more than 50,000 members.
SOPHIS is a New York, NY-based company in the Financial Services sector.