Private Client Resources (PCR) has joined forces with FINARTIS to offer a fully front-to-back experience to private banks, asset managers and family offices.
The partnership will integrate PCR’s wealth aggregation capabilities with the Prospero365 platform of FINARTIS.
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The integrated proposition will offer a fully connected digital portfolio lifecycle management (PLM) covering a range of aspects such as enrollment, aggregation, reconciliation, management, accounting, and reporting.
FINARTIS founder and CEO Jean-Luc Freymond said: “Many firms and institutions today are struggling with aggregating disparate investment data and producing comprehensive and meaningful reporting, forecasts, and analysis for their entire investment portfolio of liquid and alternative investments.
“We are excited about closing this significant gap that exists in the marketplace by collaborating to roll out this compelling offering and to enter the U.S. Market with a mature platform built on years of Swiss Banking knowledge.”
Using the integrated offering, one can gain a holistic view of portfolio exposures and investment risks.
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By GlobalDataThe combined offering also facilitates risk monitoring for equities, fixed income, hedge funds, private equity, real estate, as well as real asset investments.
PCR CEO Robert Miller said: “We are excited to be partnering with FINARTIS to offer their clients a complete aggregation and reconciliation solution while expanding our global footprint and introducing our unique “Privacy First” to the European market.”
