An US-based PCR Insights WM customer has been getting a daily data feed from PCR Insights for many years. This datafeed contains most of the WM’s liquid investments. However, they have never been able to reliably calculate short term and long term realized gains.

A Brazil based MFO was spending far too much time in extracting data out of their Alternative Investments so we utilized Artifical Intelligence (AI) to automate the process

Chicago-based Multi-Family Office’s data visualized in their GL system

A Singapore-based MFO with more than 25 family clients was delivered a Centralized Data warehouse which Single sign-on connected to their in-house built client portal

Boston-based Multi-Family Office Results in Overnight Scalability

US-based WM needed their client data synced across 2 different CRM systems and one PMS system

Alabama based WM received normalized data warehouse of all holding company and related entity data so that they could unlock insights from all of their disparate data