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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.
PMH Financial is one of the leading companies in the Financial Services sector.
House Of Adjustments is a Mamaroneck, NY-based company in the Financial Services sector.
Howalt+McDowell, a Marsh & McLennan Agency LLC company has deep roots and a long record of accomplishment in Upper Midwest insurance. At Howalt+McDowell, the experts who work tirelessly behind the scenes are the most important part of any policy we write. Whether you have Minnesota insurance, North Dakota insurance, Nebraska insurance, Iowa insurance, or South Dakota insurance, our goal is to take insurance off your plate so you can focus on your best strengths. Howalt+McDowell custom-tailors risk management programs to keep you keeping on, whatever set of property or casualty issues you face. Our leadership in this category has led some of the region’s most respected firms and individuals to keep a long-term partnership with Howalt+McDowell, the kind that grows and flourishes with every new challenge.
Fidel API is a global financial infrastructure platform that enables developers to build programmable experiences at the moment a transaction occurs on any payment card. Its tools are transforming how merchants and users interact by powering real time,...