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PCR is the leading aggregator of total wealth data for ultra-high-net-worth families. The company uses a unique process significantly more secure than typical "screen scrape" technologies which rely on clients sharing their usernames and passwords. PCR helps Private Banks, Family Offices and leading RIAs better serve their clients with a consolidation of both electronic and difficult-to-acquire manual statement-based accounts. This enriched information is made available as analytic-ready data at an accuracy of 99.86%. PCR supports an architecture of self-serve data feeds, open APIs, web and mobile communication tools, and comprehensive client report packages.
iSectors is a Appleton, WI-based company in the Financial Services sector.
1st Liberty Federal Credit Union is a Great Falls, MT-based company in the Financial Services sector.
Utah Community Credit Union is a Provo, UT-based company in the Financial Services sector.
Carlson Capital, L.P. is a multi-strategy, alternative asset management firm based in Dallas, Texas with other office locations in New York, Greenwich and London. Carlson Capital is an intense and dynamic business environment that provides an individual with the opportunity to think creatively and act upon their ideas.