Financial Services

PCR Insights empowers Private Banks, Custodians, and Broker Dealers with advanced data aggregation and reporting solutions. Our scalable platform integrates seamlessly into your systems, enhancing efficiency, security, and client service while ensuring compliance with industry regulations. Designed for Enterprise Efficiency For over 15 years, we have collaborated with leading private banks and custodians, starting with aggregating held-away positions and evolving into a comprehensive enterprise operating model. Our solutions provide extensive integration with downstream systems, including security master setups, privacy hubs, tailored integrations, and data extraction for various applications. Our data aggregation and managed services are supported by a well-defined operating model and KPIs, ensuring smooth integration with your internal client platforms. Enterprise clients benefit from dedicated account management.

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