Published by Gbaf News
Posted on May 5, 2017
6 min readLast updated: January 21, 2026
Collaboration benefits advisors and financial institutions by combining leading investment management and digital communication solutions with secure data aggregation
InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution. This solution combines the firms’ existing products – already in use by hundreds of clients and hundreds of thousands of end users.
By utilizing the two FinTech firms’ leading investment management, digital communication and data aggregation solutions, advisors can empower their clients with a complete view of their total wealth that is available any time and on any device. The combined solution will greatly elevate client communications beyond the capabilities of incumbent products.
“Ask anyone in the space – the heart of great client communication is great data. 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,” said John Wise, CEO of InvestCloud. “InvestCloud empowers financial institutions to build and maintain intuitive and responsive client relationships, as well as to make better business decisions based on better information.”
InvestCloud delivers these tools via an ever-expanding library of over 200 apps and more than 5,000 client digital experiences offered on a powerful digital platform. InvestCloud delivers these apps in a hyper-modular fashion using its patented Programs Writing Programs (PWP) technology.
“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 operationalize 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,” said Bob Miller, CEO and Vice Chairman of PCR.
“For over a decade PCR has honed a unique aggregation service based on direct data feeds authorized by the Letters of Authorization process – not shared username/passwords and screen scraping. The combination of infrastructure, technology, operations and people are trusted by thousands of the wealthiest families in North America to bring together even the hardest-to-aggregate investments such as alternatives, private equity, real estate and private business interests,” said Mr. Miller.
The companies’ products have been tightly integrated to provide a range of new capabilities. PCR’s digital enrollment system, which provides a streamlined e-signature workflow for Letter of Authorization processing, is now built into InvestCloud’s CRM system for easy on-boarding. The integration also provides consolidated entity and ownership management.
After authorization, data and investor communications immediately flow from over 400 electronic data sources and thousands of managers. PCR’s financial analysts and data service teams oversee reconciliation. Analytics-ready data from any source is then delivered at a tax lot level into InvestCloud’s digital warehouse where it powers hundreds of investment apps.
Mark Trousdale, Chief Marketing Officer at InvestCloud, said, “Our partnership is focused on solving the information quality and availability problem that has plagued dozens of software providers that leave operationalizing data management to their clients. To be useful, wealth data must not only be complete but also ensured accurate to support complex performance, attribution and risk analytics.”
Collaboration benefits advisors and financial institutions by combining leading investment management and digital communication solutions with secure data aggregation
InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution. This solution combines the firms’ existing products – already in use by hundreds of clients and hundreds of thousands of end users.
By utilizing the two FinTech firms’ leading investment management, digital communication and data aggregation solutions, advisors can empower their clients with a complete view of their total wealth that is available any time and on any device. The combined solution will greatly elevate client communications beyond the capabilities of incumbent products.
“Ask anyone in the space – the heart of great client communication is great data. 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,” said John Wise, CEO of InvestCloud. “InvestCloud empowers financial institutions to build and maintain intuitive and responsive client relationships, as well as to make better business decisions based on better information.”
InvestCloud delivers these tools via an ever-expanding library of over 200 apps and more than 5,000 client digital experiences offered on a powerful digital platform. InvestCloud delivers these apps in a hyper-modular fashion using its patented Programs Writing Programs (PWP) technology.
“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 operationalize 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,” said Bob Miller, CEO and Vice Chairman of PCR.
“For over a decade PCR has honed a unique aggregation service based on direct data feeds authorized by the Letters of Authorization process – not shared username/passwords and screen scraping. The combination of infrastructure, technology, operations and people are trusted by thousands of the wealthiest families in North America to bring together even the hardest-to-aggregate investments such as alternatives, private equity, real estate and private business interests,” said Mr. Miller.
The companies’ products have been tightly integrated to provide a range of new capabilities. PCR’s digital enrollment system, which provides a streamlined e-signature workflow for Letter of Authorization processing, is now built into InvestCloud’s CRM system for easy on-boarding. The integration also provides consolidated entity and ownership management.
After authorization, data and investor communications immediately flow from over 400 electronic data sources and thousands of managers. PCR’s financial analysts and data service teams oversee reconciliation. Analytics-ready data from any source is then delivered at a tax lot level into InvestCloud’s digital warehouse where it powers hundreds of investment apps.
Mark Trousdale, Chief Marketing Officer at InvestCloud, said, “Our partnership is focused on solving the information quality and availability problem that has plagued dozens of software providers that leave operationalizing data management to their clients. To be useful, wealth data must not only be complete but also ensured accurate to support complex performance, attribution and risk analytics.”
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