Partner Types



Preferred Plus

Private Client Resources (PCR)

Private Client Resources simplifies holistic financial reporting for advisors by aggregating unstructured alternatives data.

Getting information from alternative investment statements, capital calls, and distribution notices is often a time-consuming and tedious job. Through a daily direct data feed with Addepar, PCR automates the gathering of alternative data so RIAs and family offices can focus on clients instead of routine tasks. As a result, private equity and hedge fund holdings can be easily added to reports to show the entire roster of financial commitments and enhance the client experience.