The new expanded platform, which is a hybrid solution, would enable to meet the needs of advisors seeking partially outsourced service solutions, said the company.
The hybrid solution will also give advisors full control over their manual data entry while providing privileged access to institutional-level aggregated electronic feeds and custom reporting.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Robert Fiore, president and CEO of PCR, said: "By evaluating how each client currently manages their data and aggregation, PCR is able to develop a custom integration that is uniquely scaled to their needs."
The expanded offering, while allowing advisors to retain the control of certain internal operations and processes at their firm; will also offer them benefits of outsourcing, claims the company.
The company added that advisors can also utilize its premium services in one of two ways; by full outsourcing, or by complete technology package with electronic feed aggregation (where the advisor manages its alternative investments).
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
