Private Client Resources (PCR) has partnered with Asset Vantage to offer an integrated managed data solution within the Asset Vantage platform.
The partnership will integrate PCR’s TotalWealthStream, the firm’s information management platform, with Asset Vantage’s technology, combining data automation to single and multi-family offices with an end-to-end integrated platform.
PCR and Asset Vantage will deploy a new platform built to automate asset management and accounting to provide a single view for a family’s entire net worth.
Adam Carta, COO of PCR, said: “PCR leads the industry with a data first offering that provides a full outsource that consolidates and enriches a client’s total wealth view no matter how hard the data is to aggregate.”
He added: “We are confident that our unique outsourced data aggregation platform will enhance client experience and fuel Asset Vantage’s robust accounting, reporting and analytics and prove very attractive to both existing and new customers.”
Robin Williams, managing director of Asset Vantage, commented: “Asset Vantage is focused on delivering a comprehensive solution to clients that enables them to visualise, manage, account and report on complex liquid and illiquid portfolios in new ways to achieve competitive returns.”
He added: “The Asset Vantage platform excels at catering to the complex and discreet financial needs of clients ranging from DIY high net-worth individuals to fully staffed family offices and accounting firms.”
“By seamlessly integrating with PCR’s TotalWealthStream, clients can easily access hard-to-aggregate data with a centralised platform to streamline reporting and portfolio management.”
