The partnership will enable seamless integration of aggregated data on PCR’s clients’ alternative investments into their financial plans and strategies.
Robin Williams, PCR’s chief product officer said: "The advantage that PCR gives advisors using eMoney’s software is in making the financial planning process more active and dynamic. With volatility in financial markets now the new normal, along with continually evolving geopolitical situations, advisors need institutional-level data on all of their clients’ investments so they can react quickly and strategically when changing conditions dictate."
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Post-partnership, the advisors using eMoney will be given access to accurate data aggregation capabilities that will allow them to see each client’s portfolio at a glance and take optimum advantage of changing market conditions.
Moreover, the advisors will also get daily access to the current value of assets in a client’s portfolio, allowing them to become more proactive in the type and frequency of strategic recommendations they provide, as well as spend more time focusing on client relationships and business growth.
"An increasing number of advisors have clients with alternative investments in their portfolios. As a result of our relationship with PCR, our advisors can now more easily value alternatives as part of their overall strategy," said John DeVincent, executive vice president of marketing, eMoney Advisor.
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