PCR is making its proprietary capabilities, which until now have been available only to businesses seeking its full services, accessible as self-serve products.

Private Client Resources, which provides wealth data aggregation and client reporting solutions, is expanding its roster of products and services to include self-serve options.

“We have been serving clients at the highest tier of the ultra high net worth market, and are now making our solutions available to the broader market,” said PCR's president and chief executive, Robert Fiore. “Our clients and prospects have been asking for self-serve products like our portfolio aggregation and management system for years.”

PCR data (the firm has feeds from over 3,700 custodians, for example) is now available to wealth managers - through APIs and gateway products - that prefer to stick with their current reporting systems or technology.

The new products offer real-time insight on data quality, as well as client experience and web-based analytics, and other services including access to financial analysts, the firm said.

Private wealth managers can select which products and services they want, and in what combination. They will also be able to determine how much of the process to outsource, it added.

PCR works with family offices, private banks and RIAs. The firm currently aggregates over $125 billion in assets, of which more than $43 billion is in alternative investments.