Private Client Resources (PCR) and Ledgex Systems Partner to Provide Institutional and UNHW Investors with an End-to-End Data Aggregation Platform

New York, 8 November 2017

 Private Client Resources (PCR), the leading provider of illiquid data aggregation services to UHNW families and their advisors, today announced a partnership with Ledgex Systems, a leading portfolio management platform for alternative and institutional investment managers. The partnership will deliver a higher-quality, lower-cost option to manually gathering alternative assets and ultimately the highest-quality investment insights possible.

“PCR is the recognized front-runner in aggregating and normalizing complex illiquid investments – we have been doing it for over a decade and have a scale of operations that no other provider can match,” said Robert Miller, CEO of PCR. “Ledgex has built an amazing end-to-end platform serving a wide range of managers. We are excited to combine our value propositions to better serve these managers and family offices.”

“Ledgex is focused on delivering a centralized, comprehensive solution that allows firms to visualize and report on investments in new ways to achieve competitive returns,” said Jaime Bean, Managing Director of Ledgex. “Our integration with PCR’s TotalWealthStreamtm enables us to deliver hard-to-aggregate transaction data, the engine of great analytics, so that we can focus on the business of helping our clients develop meaningful investment insights.”

PCR’s TotalWealthStreamtm service combines data from over 400 custodians with alternative transactions curated from the investor communications of almost 2,000 managers. Unlike most aggregators focused on data feeds, TotalWealthStreamtm surfaces data in a client dedicated extensible data warehouse which includes the normalized view of account and hierarchy definitions, security master, holdings, transactions, tax-lots, cash-flows and performance with T+1 processing. This data can be easily augmented with both client-provided data and third-party reference data.

About Private Client Resources (PCR)

Private Client Resource’s (PCR) TotalWealthStreamtm is changing the way the world’s wealthiest families and their advisors manage and analyze their complex investment data. Whether marketable securities, hedge funds, private equity, real estate, business interests or personal assets – we gather 100% of a family’s assets and liabilities wherever held and put the data to work in their preferred reporting, analytics, accounting and other systems. Founded by family offices in 2000, we now serve over 1,500 families. We are trusted by leading Private Banks, Registered Investment Advisors, Multi-Family Offices and Technology Firms serving wealthy families to securely deliver the highest quality view of UHNW portfolios, and the data they use to make critical investment decisions in the industry.

For more information visit

About Ledgex Systems

Ledgex Systems is transforming the way endowments and foundations, family offices, wealth advisors, pensions, consultants, funds of funds, hedge funds and private equity firms manage their portfolios and client relations, make investment decisions and meet investor demands. The powerful Ledgex platform is an integrated technology suite that streamlines front and middle office functions of investment management firms. The comprehensive suite delivers solutions for: Portfolio Management & Analytics, Research Management and Due Diligence, Liquidity Management, Investor CRM.

For more information on Ledgex, visit our website at

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