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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.
Custodial and Clearing Services offered through Raymond James. Advisory Services offered through InVest Capital Partners, LLC.
Pacific NW Ironworkers Credit Union is a Spokane, WA-based company in the Financial Services sector.
Private Financial Counseling is a Los Angeles, CA-based company in the Financial Services sector.
Dolex Dollar Express is one of the leading providers in Financial Services. It is based in Niagara Falls, NY. To find more information about Dolex Dollar Express, please visit www.dolex.com