Private Client Resources Launches Aggressive Campaign to Convert Advent Users to its Platform

WILTON, Conn., Feb. 11, 2014 /PRNewswire/ -- Commencing immediately and continuing through June 30, 2014, Private Client Resources (PCR) is offering 50% off its standard implementation fees to users of Advent Software who switch to PCR's solution.

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"When it comes to data aggregation and private wealth reporting, we believe PCR offers a superior option to Advent. Therefore, we decided to reduce the costs of switching for a limited time," said Robert Fiore, CEO and President of Private Client Resources.

PCR's major differentiation is reflected in its brand statement, "We do the work".  PCR provides more than technology—it also provides clients with the services people perform, such as the aggregation, preparation and financial analyst (FA) support of private wealth data. This level of service gives PCR's clients the ability to spend more time reviewing client investment results and preparing for client meetings, and eliminates the need for clients to gather and enter data themselves. PCR's financial analysts provide clients with invaluable expertise and knowledge, such as when underlying data requires research and additional validation.

Fiore added, "It's not a good use of our clients' time for them to be tracking and entering statements or supplementing inflexible reporting systems with Excel spreadsheets. We feel strongly that private wealth reporting requires FA support—which is essential when data prompts questions that require accurate and detailed answers. We believe the majority of private wealth managers need a specialist to take care of their aggregation and reporting needs so that they can focus on more important client-facing and systemic business activities."

PCR, headquartered in Wilton, CT, is a leading outsourcing specialist of private wealth reporting solutions serving Registered Investment Advisors, Family Offices and Private Banks, is the recipient of both the 2012 and 2013 PAM Award for "Most Innovative Private Bank Provider", and the 2013 Family Office Review Award for "Best Family Office Technology Provider". PCR provides full service capabilities, including high-quality aggregated data for both traditional and alternative investments, premium client reporting with full multi-currency, document management, integrated research and other capabilities.

Advent and Advent Software are registered trademarks of Advent Software, Inc.  

SOURCE Private Client Resources