Scott Bugbee

Helping Financial Services Firms Grow & Retain Assets Through Data-Driven Investment Intelligence

Most of the prospects I talk to describe their reporting problem differently, but it's almost always the same issue underneath. Reports that take too long to prepare. Numbers from the private markets team that don't match the public markets team. A client asking a question nobody can answer with confidence. It sounds like a reporting problem. It's actually a data problem.

That's the conversation I have, over and over, as Director of Sales at PCR. We've spent more than two decades building the trusted data foundation for wealth management, helping RIAs, family offices, trust companies, OCIOs, and wealth-tech platforms turn fragmented custodial and alternative data into one complete, validated view across custody, alternatives, and real assets.  What sets us apart isn't just automation. It's the experienced operations teams behind it, people who investigate breaks, follow up with counterparties, and stand behind every number we deliver. In a counterparty-driven industry, that accountability matters as much as the technology.  

I've spent my career in fintech, and the firms I enjoy working with most are the ones ready to stop patching their reporting together and start trusting it. That's the conversation I'd love to have with you.