Private Client Resources and AltaReturn Form Partnership

February 13, 2018

Private Client Resources (PCR) and AltaReturn Join Forces to Streamline Accounting and Reporting Operations for Single and Multi-Family Offices

Solution will integrate PCR’s data aggregation capabilities with AltaReturn’s accounting and reporting modules

New York, NY – February 12, 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 AltaReturn, the leading provider of back and front office  solutions for the Private Equity and Family Office industries. The integrated solution will combine PCR’s data aggregation capabilities with AltaReturn’s accounting and reporting services to streamline the reconciliation and reporting function for both single and multi-family offices.

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{0d7cef108ed7628eae219fff50b2398ea1ecfeec5557d542f8ad6b133bc02e1f} 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 AltaReturn clients will have the most accurate and complete data that will support  their decision-making process on a daily basis.

“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. “We very much admire AltaReturn and their differentiated approach to proactively addressing this  accounting problem as well as their commitment to help clients streamline the engine of all good decision making – great data.”

“AltaReturn serves some of the largest and most prominent families in the country, represented by over $60B in assets on the platform,” said Rey Acosta, CEO of AltaReturn. “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.”

The companies have completed significant integrations and its first joint customers are already enjoying the benefits of the partnership.


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. Over $250B in assets are delivered to their reporting, accounting, risk management and analytics platforms daily.

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

About AltaReturn: A next-generation technology, AltaReturn provides a comprehensive end-to-end solution designed for the Private Equity and Alternative Investment industry. Created using Microsoft as the platform technology, AltaReturn, offers a suite of Private Capital solutions covering  Fund /Corporate Accounting, CRM, Business Intelligence and Investor Portals. Deployed on the cloud, these solutions are available as an integrated end-to-end suite or as independently licensed applications. For more information, please visit www.altareturn.com.

AltaReturn’s client list includes Private Equity, Venture Capital, Family Office, Fund Administration, LP & Fund of Funds & Real Estate Funds with assets ranging from $100 million to $35 billion.

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