Bates joins PCR from DataLan Corp., where he headed up the solutions delivery practice. At PCR, he is responsible for further developing the Microsoft SharePoint platform used by registered investment advisors, single- and multi-family offices, institutional partners and their ultra high net worth clients.

Headquartered in Wilton, Connecticut PCR offers aggregation and reporting services for investors with assets that range from $20 million to more than $1 billion.