The program offers tools including aggregated data, reporting, CRM and billing in a customizable format for private wealth firms. Each investor holding can be viewed on one screen alongside a view of all client relationships enterprise-wide.

According to the firm, Palette Platform capabilities include: management information system, reporting including multi-currency, the firm's Intelligent Dashboards and Pivot Analyzer programs, advanced document management, CRM integration, client billing, and PCR’s Collaboration Center.

"The platform's advanced systems allow our clients to deepen existing client relationships by offering detail and data not available through other providers," Robert Fiore, president and chief executive of PCR. "Our robust capabilities, accessible within a single, secure online platform, will transform how Palette Platform users do business."