New York, NY – March 15, 2018 — Private Client Resources (PCR), the leading provider of total wealth data aggregation services to UHNW families, Trust Companies, Private Banks, and Investment Advisors, today announced a partnership with Dynamo Software, the leading provider of investment management and reporting solutions for the alternative investment industry. The integrated solution will combine PCR’s data aggregation capabilities with Dynamo’s award-winning investor servicing, manager research, and performance measurement capabilities to streamline the aggregation and reporting of any alternative asset investor’s operational workflow. PCR, along with Dynamo’s Holdings Insight, provides the complete picture of portfolio exposures with drill-down capabilities to the underlying investments regardless of asset class.
Automating the consolidation of information from the complex holdings of the ultra-high-net-worth (UHNW) has long been a challenge for family offices and their advisors. With 50% of UHNW holdings often in hard-to-aggregate illiquid investments, the systems that account for and analyze portfolios often rely on manual and error-prone processes. The partnership will ensure Dynamo clients, can be configured to align with any unique investment strategy, product, and structure that they allocate to.
“We are excited to be partnering with Dynamo to offer their clients a complete aggregation and normalization solution that delivers pure and actionable data from every asset class and instrument type directly into their management platform,” said Robert Miller, CEO of PCR. “We believe Dynamo has a differentiated approach and is delivering a holistic data-driven experience that helps general and limited partnerships significantly improve their operations and communications”.
“Dynamo serves some of the largest and most prominent institutional and ultra-high net worth investors in the world, representing over $3 Trillion in assets on the platform,” said Krassen Draganov, Founder and Chief Product Officer of Dynamo. “By combining PCR’s turnkey total wealth aggregation capabilities with our own data and workflow-driven research and reporting solutions, Dynamo’s clients can save significant time and resources in getting the right information to the right people – quicker, easier and with less error.”
Bob Miller, adds, “The vertically integrated ability of PCR and Dynamo, represents one of the more innovative solutions to facilitate data exchange between illiquid private placement programs and investors.”
About Private Client Resources (PCR)
PCR’s is changing the way the world’s wealthiest families and their advisors manage and analyze their complex investment data. TotalWealthStreamtm, the company’s award-winning wealth information management platform combines data aggregated from over 400 custodians with alternative transactions curated from the investor communications of almost 2,000 managers. PCR’s deliver hundreds of billions of dollars of critical investor data daily to a variety of reporting, accounting, risk management and analytics platforms.
PCR is trusted by leading Private Banks, Registered Investment Advisors, Multi-Family Offices and Technology Firms serving wealthy families.
For more information, visit www.pcrinsights.com
Dynamo Software has provided industry-tailored, highly configurable investment management, reporting and data management solutions to the global alternative investment industry since 1998. Dynamo provides SaaS solutions across the private investment landscape including fund administrators, endowments, pension funds, foundations, private equity and venture capital funds, real estate investment firms, hedge funds, prime brokers, funds of funds, and family offices. The Dynamo™ platform has improved the productivity of fundraising, deal management, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 500+ clients manage over $3 trillion in assets. Dynamo offers a suite of solutions covering Accounting, CRM, Business Intelligence and Investor Portals.
For more information, visit https://www.dynamosoftware.com/
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