Private Client Resources (PCR) has joined forces with Dynamo Software to launch a new solution to improve aggregation and reporting of investors’ operational workflow.
The new solution will integrate PCR’s data aggregation features as well as Dynamo’s investor servicing, manager research, and performance measurement functionalities.
PCR CEO Robert Miller said: “We are excited to be partnering with Dynamo to offer their clients a complete aggregation and normalisation solution that delivers pure and actionable data from every asset class and instrument type directly into their management platform.
“We believe Dynamo has a differentiated approach of delivering a holistic data-driven experience that helps general and limited partnerships significantly improve their operations and communications.”
Dynamo founder and chief product officer Krassen Draganov added: “By combining PCR’s turnkey total wealth aggregation capabilities with our own data and workflow driven research and reporting solutions, Dynamo’s clients can save significant time and resources in getting the right information to the right people – quicker, easier and with less error.”