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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.
Clyde is a technology company transforming how retailers offer product protection and how customers take ownership of the products they love.
Bittree is a Glendale, CA-based company in the Financial Services sector.
Lindsey Davis And Caviness is a Ripley, MS-based company in the Financial Services sector.
Nichols Asset Management LLC is a Boston, MA-based company in the Financial Services sector.