Company Overview of Private Client Resources, LLC
Private Client Resources, LLC provides private wealth management solutions for private banks, family offices, RIA firms, and the HNW clients they serve. The company offers private wealth aggregation, and custom solutions and services, as well as creates white papers and case studies. It also provides reporting and integrated systems, including Palette Platform, an open architecture integration of systems and capabilities that optimize wealth management and advisory businesses. The company was founded in 2000 and is based in Wilton, Connecticut.
Wilton Corporate Center – Riverview
187 Danbury Road
Wilton, CT 06897
Founded in 2000
Key Executives for Private Client Resources, LLC
Chief Executive Officer and President
Managing Director of Relationship Services
Managing Director of Business Development
Compensation as of Fiscal Year 2012.
Private Client Resources, LLC Key Developments
Private Client Resources, LLC Announces Strategic Partnership with Hedge Fund Research, Inc
Mar 20 13
Private Client Resources, LLC has entered into a strategic partnership with Hedge Fund Research, Inc. Through this partnership, PCR is now delivering greater transparency into the research of hedge funds by having a detailed view of the underlying holdings. HFR Database, the most comprehensive resource available to hedge fund investors, includes fund-level detail on historical performance and assets, as well as firm characteristics on both the broadest and most influential hedge fund managers. The firm produces over 100 indices of hedge fund performance ranging from industry-aggregate levels down to specific, niche areas of sub-strategy and regional investment focus. The strategic partnership with HFR is the most recent example of PCR's ongoing commitment to providing advisors with innovative solutions that help them gain efficiency, increase scalability and grow profitability. Additionally, it serves as a complement to PCR's recent partnership with Argus Research. That strategic alliance added independent analyst-driven research on more than 400 U.S. equities into the mix for advisors conducting risk analysis, constructing portfolios and implementing strategy decisions. PCR's open architecture platform allows for best-of-the-best capabilities to be delivered to its clients, whether these are developed in-house at PCR or brought onto the platform by the firm partnering with third parties.
Private Client Resources, LLC Announces Strategic Partnership with StatPro Group plc
Feb 11 13
Private Client Resources, LLC (PCR) has entered into a strategic partnership with StatPro Group plc Through this partnership, PCR is now delivering high-end risk and market analytics as part of its private wealth reporting. StatPro - a software as a service [SaaS] technology provider - delivers an alternative to installed, user centric and terminal-based front office analytics that don't deliver what wealth managers need: accurate, transparent, and timely analytics and market data distribution solutions. The strategic partnership with StatPro is the most recent example of PCR's ongoing commitment to providing advisors with innovative solutions that help them gain efficiency, increase scalability and grow profitability. PCR's open architecture platform allows for best-of-the-best capabilities to be delivered to its clients, whether these are developed in-house at PCR or brought onto their platform by the firm partnering with third parties.
Private Client Resources, LLC Announces the Launch of an Expanded Version of its Palette Platform
Apr 9 12
Private Client Resources, LLC has announced the launch of an expanded version of the company's Palette Platform(TM) to meet the growing needs of advisors seeking partially outsourced service solutions. PCR's hybrid solution, unique to the marketplace, will give advisors full control over their manual data entry while providing privileged access to institutional-level aggregated electronic feeds and custom reporting. PCR designed the hybrid solution as a made-to-measure service tailored to the needs and goals of the advisor. This expanded offering gives advisors many of the benefits of outsourcing, while allowing them to retain the control of certain internal operations and processes at their firm. This comprehensive solution delivers robust capabilities, including high-quality aggregated data, premium reporting, multi-currency, research, risk analytics, CRM integration, invoicing and more. Additionally, PCR offers unique expertise with alternative investments. PCR's Palette Platform allows users to access only those capabilities they need and want to support their business, creating a completely customized and pre-integrated platform for many segments of the wealth management industry. With PCR, advisors can deliver to their clients the level of reporting and service.
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July 24, 2012