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William Hiza
Sr. Vp, Client Experience at Pcr Financial Aggregation
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Work Experience
Jun 2015 - Present · 9 years and 7 months
Sr. Vp, Client Experience
Dec 2016 - Present · 8 years and 1 months
Senior Director, Client Business Services
Jun 2015 - Dec 2016 · 1 years and 6 months
kyriba
Director, Client Services
Nov 2011 - Jun 2015 · 3 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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