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Dan Volz
Vice President Operations at Pcr Financial Aggregation
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Work Experience
Dec 2015 - Present · 9 years
Vice President Operations
Apr 2023 - Present · 1 years and 8 months
Operations Supervisor
Dec 2015 - Present · 9 years
Assistant Portfolio Manager
May 2010 - Dec 2015 · 5 years and 7 months
Company Details
PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry. We combine the ability to automate aggregation of Alternatives Investments from 5,000+ managers and Custodial Accounts from 1,000+ institutions making us uniquely qualified to power consolidated investment reporting solutions. Our 300+ clients include the world’s largest private banks, advisors and wealthy families. With 20+ partnerships with wealth-tech firms we deliver aggregated data directly into the industry’s reporting, portfolio management, account and CRM systems.
Year Founded
2002
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
187 Danbury Road, Suite 202 Wilton, CT 06897, US
Keywords
High-Quality Data AggregatioCustom Performance ReportingSuperior Client ExperienceServes High-Net-Worth ClientsBig DatUltra High NetworthAlternative InvestmentsData SecurityData ManagementData Anonymizatio
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