Private Client Resources Forges Another Partnership

Tom Burroughes

12 October 2018

to offer a managed data solution within the FundCount platform. FundCount offers accounting, investment analysis and reporting software for a range of customers.

Family Wealth Report interviewed PCR's chief executive Robert Miller earlier this year about his firm's strategy and some of the issues confronting the sector.

To see a recent deal involving Envestnet | Tamarac, click here.