InvestCloud, PCR ink wealth aggregation partnership
InvestCloud has teamed up with Private Client Resources (PCR) to offer a complete digital communication and data aggregation solution.
Fintech firm InvestCloud has teamed up with Private Client Resources (PCR) to offer a complete digital communication and data aggregation solution for wealth managers, family offices, private banks and other financial institutions.
The partnership will integrate the investment management, digital communication and data aggregation solutions of the two companies to offer new capabilities.
For instance, PCR’s digital enrollment system that supports streamlined e-signature workflow for letter of authorisation processing has now been integrated into InvestCloud’s CRM system, to facilitate the on-boarding process.
InvestCloud CEO John Wise said: “At InvestCloud we have demonstrated the power of data integration and digital strategies to transform the advisor-client communication experience, and our partnership with PCR brings an entirely new level of data quality and completeness to these solutions.”
PCRCEO and vice chairman Bob Miller added: “The digital transformation of the wealth management and advisory business is in hyper-drive, and InvestCloud is the clear leader. The opportunity to work together and leverage their platform to develop and operationalise entirely new ways to ensure that advisors have complete and analytics-ready access to client information and to transform this information in meaningful new ways is very exciting.”