Private Client Resources and Empire Software Partner

9/28/17

Private Client Resources (PCR), the leading provider of total wealth aggregation solutions for UHNW families and their advisors, and Empire Software, an enterprise and mobile portal that organizes advisor and client information into a cloud-based platform, announced today a partnership to combine their technology to empower family offices, wealth managers, business managers and institutions with data to make effective financial decisions. The result will cater to the full spectrum of UHNW clients and families’ holdings and structures, enabling a true 360-degree view of their financial health and performance.

“PCR is proud to collaborate with Empire Software to provide clients with a service that can enhance their investment acumen and help them make better financial decisions,” said Robert Miller, CEO of PCR. “With more than 1,200 UHNW families already trusting our services, we have a deep understanding of the challenges many wealthy individuals face putting structure and transparency around their wealth management practices.”

“PCR and Empire were both born from family offices, and we are focused on creating unparalleled technology solutions to solve the most pressing, and unique, concerns for UHNW families and individuals,” said Matthew Hoffman, Co-founder of Empire Software. “Empire is proud to leverage PCR’s aggregation services to deliver detailed insight into assets and investments, alongside Empire’s native estate planning, philanthropy, health, and document functions. Our partnership with PCR solves the pain point of wealthy families and individuals who currently do not have an easy-to-access source of understanding and managing their total wealth. Empire enhances the user experience by adding the ability to securely link financial assets with tangible assets, liabilities, contacts, documents, and dates together seamlessly.”

The partnership aims to create a modern digital experience for advisors, clients and their families, with Empire’s secure web-based platform and native iOS and Android apps, providing on-the-go access to every aspect of personal, financial, estate, insurance, legal information, and more. PCR’s Data Aggregation, which delivers unmatched insight into even the hardest to consolidate UHNW wealth, will be integrated directly into Empire’s dashboard for “at-a-glance” updates through Empire’s “illui Portal.” Fully reconciled data will flow into Empire from over 400 electronic data sources and thousands of managers.

About Private Client Resources (PCR)

PCR, founded by family offices in 2000, powers the interactions between ultra-high-net-worth advisors and their clients. The Company delivers data aggregation, integration, reporting, mobile and analytics solutions which efficiently deliver a total wealth view critical to providing great advice. The solutions cater to the unique needs of UHNW clients including the consolidation of extensive hard-to-aggregate illiquid holdings, multi-generation wealth structures, complex ownership modeling and custom composite views of their data. PCR's award-winning managed services have long been recognized as the premium solution for over 1,200 UHNW advisors/clients because of their secure process of obtaining data that does not rely on controversial sharing of usernames/passwords, unmatched data quality and service commitment that goes beyond just technology. For more information visit www.pcrinsights.com

About Empire Software LLC

Empire is an enterprise portal that unites advisors and clients. It aggregates and organizes all client information across institutions, entities, and asset classes into a secure cloud-based platform. With both desktop and mobile apps, Empire empowers clients and advisors by providing detailed insight into assets, liabilities, investments, documents, estate planning, philanthropy, and everything in between. See more at http://poweredbyempire.com/.

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