Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, today announced a partnership with GRMA, the leading provider of SaaS-based and outsourced reporting to major asset management firms and endowments, foundations, pensions, family offices, fund administrators, and FinTech firms. This collaborative offering will combine PCR’s total wealth aggregation capabilities with GRMA’s unique SaaS-based technology and extensive experience producing comprehensive investment and risk management reporting for all types of liquid and illiquid investments.  Together, PCR and GRMA will provide data capture and outsourced reporting service for multi-asset class portfolios, providing a complete picture of portfolio exposures and investment risks (including market, credit and liquidity risk) and delivering full performance attribution and benchmarking for equities, fixed income, hedge funds, private equity, real estate, and real asset investments.

Automating the consolidation of information from the complex holdings of UHNW investors has long been a challenge for institutions, 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, error-prone processes.  This partnership will ensure that clients have one-hundred percent confidence in their data and reports across all investment strategies and products.

“We are excited to be partnering with GRMA 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 GRMA has a differentiated approach of delivering a holistic data-driven experience that helps managers and investors significantly improve visibility of their investments and risks within their portfolios.”

“We are thrilled about working with PCR,” said Samuel Won, Founder and Managing Director of GRMA.  “Many firms and institutions today are struggling with aggregating disparate investment data and producing comprehensive and meaningful reporting and analysis for their holdings, performance attribution and risk management for their entire investment portfolio of liquid and illiquid investments.   We are excited about closing this significant gap that exists in the marketplace by collaborating to roll out this compelling offering.”

Bob Miller adds, “The vertically integrated ability of PCR and GRMA represents one of the more innovative solutions to facilitate data exchange between liquid asset and illiquid private market programs and investors.”