Private Client Resources (PCR), a data aggregation provider is to partner with HWA International, a reporting solution firm.
The partnership integrates PCR’s TotalWealthStream platform with HWA’s trust accounting applications, expanding data aggregation to serve the accounting needs of endowments and foundations, as well as trust organisations and other private fiduciaries.
According to PCR, the integration will deliver timely, aggregated and fully-reconciled custodial and asset information that is customised for each client’s portfolio.
Robert Miller, CEO of PCR, said: “PCR leads the industry with its highly secure, data-as-a-service offering, providing fully normalised, reconciled and highly enriched information, down to the tax lot or tranche, which HWA’s trust and private fiduciary clients demand.”
He added: “Our unique outsourced data aggregation platform complements HWA’s robust transaction-based trust accounting capabilities, and the combined benefits will prove very attractive to existing and new clients.”
Harry Sullivan, president of HWA, said: “By seamlessly integrating our transaction-based trust accounting software, TrustNet, with the accurate data provided by PCR’s TotalWealthStream, clients will have access to a unique and desirable trust software solution for organisations of all sizes.”
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