Automating the consolidation of knowledge from the complicated holdings of UHNW traders has lengthy been a problem for establishments, household places of work and their advisors. With 50% of UHNW holdings usually in hard-to-aggregate illiquid investments, the programs that account for and analyze portfolios usually depend on guide, error-prone processes. This partnership will make sure that purchasers have one-hundred p.c confidence of their knowledge and experiences throughout all funding methods and merchandise. Private Client Resources.
“We’re excited to be partnering with GRMA to supply their purchasers an entire aggregation and normalization answer that delivers pure and actionable knowledge from each asset class and instrument kind immediately into their administration platform,” stated Robert Miller, CEO of PCR. “We imagine GRMA has a differentiated method of delivering a holistic data-driven expertise that helps managers and traders considerably enhance visibility of their investments and dangers inside their portfolios.”
“We’re thrilled about working with PCR,” stated Samuel Gained, Founder and Managing Director of GRMA. “Many corporations and establishments at this time are combating aggregating disparate funding knowledge and producing complete and significant reporting and evaluation for his or her holdings, efficiency attribution and danger administration for his or her complete funding portfolio of liquid and illiquid investments. We’re enthusiastic about closing this vital hole that exists within the market by collaborating to roll out this compelling providing.”
Bob Miller provides, “The vertically built-in capability of PCR and GRMA represents one of many extra revolutionary options to facilitate knowledge change between liquid asset and illiquid personal market packages and traders.”
About Private Client Resources (PCR)
PCR is the main Knowledge Aggregation, Knowledge Privateness and Knowledge Administration companies supplier to complicated UHNW and institutional investor portfolios. PCR focuses on troublesome to mixture asset courses and knowledge sources essential to UHNW in addition to info from custody banks and brokers. We at the moment serve 140+ household places of work, RIAs, personal & belief banks and institutional traders.
Our award-winning Wealth Info platform at this time aggregates statements and knowledge feeds from over 15,000 personal placement funds and fund directors, encompassing $150B in commitments, in addition to marketable securities accounts from over 400 digital sources with a complete of $450B. PCR delivers totally reconciled and normalized knowledge by way of an extensible knowledge warehouse, a digital hub with a collection of instruments, APIs, and pre-packaged third-party software program integrations.
For extra info, go to www.pcrinsights.com
GRMA is a number one FinTech and advisory agency that works with asset managers and asset homeowners that collectively handle greater than $300 billion in property. GRMA supplies enriched and curated knowledge and reporting for funding holdings, danger administration, and efficiency attribution/benchmarking as an entire and cost-effective SaaS and outsourced answer. As well as, GRMA supplies value-added skilled advisory companies to its purchasers. GRMA’s principals every have over 25 years of senior-level funding and danger administration expertise at main world monetary establishments, asset administration corporations and within the authorities.
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