Private Client Resources Announces Partnership with AltaReturn

Feb 13 2018 | 2:26pm ET

Private Client Resources (PCR) today announced a partnership with AltaReturn to streamline accounting and reporting operations for single and multi-family offices, according to the two companies in a press release.

The integrated solution will combine PCR’s data aggregation capabilities with AltaReturn’s accounting and reporting services to deal with the challenges that family offices face in automating the consolidation of information from the complex holdings of the ultra-high-net-worth.

“We are pleased to be partnering with AltaReturn to offer their clients a total wealth aggregation solution that delivers actionable data from every asset class and instrument type directly into their accounting platform,” said Robert Miller, CEO of PCR, in a statement.

“By developing this integration between PCR and our own accounting and reporting solutions, AltaReturn’s SFO/MFO clients can save significant time and resources in getting the right information to the right people - quicker, easier and with less error,” commented Rey Acosta, CEO of AltaReturn.

Private Client Resources is a leading provider of total wealth data aggregation services to UHNW families, trust companies, private banks, and investment advisors. The company delivers over $250 billion in assets on its reporting, accounting, risk management and analytics platforms daily.

AltaReturn is a leading provider of back and front office solutions for the private equity and family office industries. The company provides a comprehensive end-to-end solution designed for private equity funds and family offices.


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