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GRMA partner with Private Client Resources for investment management

Private Client Resources (PCR) a provider of data aggregation and wealth information management services to UHNW families, private banks, multi-family offices, institutional investors and investment advisors announced its partnership with GRMA, a SaaS-based Reporting and advisory firm.

Through the collaboration, both the companies are intending to combine PCR’s total wealth aggregation capabilities with GRMA’s SaaS-based technology and experience to offer comprehensive investment and risk management reporting for all types of liquid and illiquid investments.

“We are excited to be partnering with GRMA to offer their clients a complete aggregation and normalization solution that delivers pure and actionable data from every asset class and instrument type directly into their management platform. We believe GRMA has a differentiated approach of delivering a holistic data-driven experience that helps managers and investors significantly improve visibility of their investments and risks within their portfolios,” said Robert Miller, CEO of PCR.

Together the companies are expecting to provide a complete picture of portfolio exposures and investment risks and deliver full performance attribution and benchmarking for equities, fixed income, hedge funds, private equity, real estate, and real asset investments.

“We are thrilled about working with PCR. Many firms and institutions today are struggling with aggregating disparate investment data and producing comprehensive and meaningful reporting and analysis for their holdings, performance attribution and risk management for their entire investment portfolio of liquid and illiquid investments. We are excited about closing this significant gap that exists in the marketplace by collaborating to roll out this compelling offering,” said Samuel Won, Founder and Managing Director of GRMA.

GRMA is a FinTech and advisory firm that provides curated data and reporting for investment holdings, risk management, and performance attribution/benchmarking as a SaaS solution.

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