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Wealth Data, Reporting Services Firms Join Hands

Tom Burroughes

13 September 2018

A pair of high-profile firms in the US providing data and information to the wealth management sector around the world are forming a new partnership. 

to offer a managed data solution within the FundCount platform. FundCount offers accounting, investment analysis and reporting software for a range of customers.

PCR’s TotalWealthStream™ platform will be integrated with FundCount’s general ledger capability. 

“By seamlessly integrating with PCR’s TotalWealthStream, clients can easily access hard-to-collect data from a centralised platform to streamline accounting and reporting,” Mike Slemmer, chief operating officer, Americas of FundCount, said. 

The deal means FundCount is working with a firm that says that more than $250 billion of assets are delivered to its various platforms. In the case of FundCount, organizations such as multi-family offices, private equity houses and others with assets of more than $125 billion use its reporting systems.