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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

PCR Data Aggregation

Profile

PCR is a fintech company specializing in providing wealth management firms with integrated solutions for custodians and alternative investments. With a focus on streamlining complex data aggregation processes, PCR delivers data and customizable reporting tools, empowering financial professionals to make informed, data-driven decisions. Their innovative technology platforms ensure seamless integration across multiple data sources, creating an efficient, user-friendly experience for clients. PCR helps transform how wealth management firms manage and leverage their investment data and provide holistic wealth reporting to their clients.