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IntraFi Network helps financial institutions of all sizes keep money secure, manage cash balances and increase profitability. Learn how.
PCR is the leading aggregator of total wealth data for ultra-high-net-worth families. The company uses a unique process significantly more secure than typical "screen scrape" technologies which rely on clients sharing their usernames and passwords. PCR helps Private Banks, Family Offices and leading RIAs better serve their clients with a consolidation of both electronic and difficult-to-acquire manual statement-based accounts. This enriched information is made available as analytic-ready data at an accuracy of 99.86%. PCR supports an architecture of self-serve data feeds, open APIs, web and mobile communication tools, and comprehensive client report packages.
valleyoak is a Three Rivers, CA-based company in the Financial Services sector.
Hersch is a Los Angeles, CA-based company in the Financial Services sector.
Trinity Wealth Advisors is a Saint Louis, MO-based company in the Financial Services sector.