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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.
Omaha Douglas Federal Credit Union is a Omaha, NE-based company in the Financial Services sector.
Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 95 IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world. SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.
Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. Investors deserve a credible alternative source of advice compared to those products offered by the major financial corporations who have been described as “too big to fail.” As an independent organization, Global Financial has the freedom to offer unbiased advice without the potential for conflicts of interest often present within these larger broker dealers. By taking the time to understand our clients` financial and lifestyle needs and aspirations, we aim to align our advice in the same direction as our clientele. Global Financial comprises a number of special areas of expertise, all of which work together, as our clients require, to provide a comprehensive wealth management solution.
PSC Mortgage is a Palm Springs, CA-based company in the Financial Services sector.