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In many cases, the end of the year gives you time to step back and take stock of the last 12 months. This is when many of us take a hard look at what worked and what did not, complete performance reviews, and formulate plans for the coming year. For me, it is all of those things plus a time when I u...
Private Client Resources Announces Strategic Partnership with Argus Research
Independent, Analyst-Driven Research on More Than 400 Publicly Held U.S. Companies is the Latest Enhancement to Palette Platform™

WILTON, Conn., Nov. 19, 2012 /PRNewswire/ -- Private Client Resources (PCR), a leading solutions provider to Private Banks, Family Offices and RIA firms, has entered into a strategic partnership with Argus Research Group that will allow users of PCR's award-winning Palette Platform to add independent analyst-driven research on more than 400 U.S. equities into the mix when conducting risk analysis, constructing portfolios

Since its introduction just over a year ago, Palette Platform has revolutionized the operations of many wealth management firms. The platform delivers robust capabilities, including high-quality aggregated data, premium reporting, risk analysis, CRM, invoicing and much more, while allowing users to access only those capabilities they want and need in a fully integrated package. 

"The seamless integration of institutional-quality research on U.S. equities into the robust offerings already available on PCR's Palette Platform will add great value for our advisor clients, and enhance their ability to make highly informed investment decisions that meet their clients' long-term goals," said Robin Williams, PCR's Chief Product Officer. "This powerful look-through capability provides a deeper view into a portfolio's individual holdings and, as a result better risk management for our clients. Of course, the added benefit of improved efficiency is achieved by having this capability embedded in our platform, allowing the advisor to do more while working within a single environment."

The strategic partnership with Argus Research is the latest evolution of PCR's innovative Palette Platform. PCR's open architecture and fully customizable platform allows for the delivery of best-of-the-best capabilities to its clients. PCR is continually exploring new opportunities for innovation, either through its in-house development or partnerships with industry-leading third parties.

"Argus Research has always maintained a broad coverage universe of leading U.S. companies, and we employ a fundamental, analyst-driven approach to generate our ratings, estimates and forecasts," said Jim Tierney, Director of Marketing, Argus Research Group. "Argus has no broker/dealer and no investment banking operations, so our research is fully independent and conflict-free."

For more information, please contact Jami Schlicher at (973) 850-7309 or

About Private Client Resources
Private Client Resources (PCR) is an award-winning solutions provider serving Private Banks, Family Offices and RIA firms. PCR offers innovative tools and services, including its proprietary Palette Platform™ system, that deliver a broad range of capabilities and customized solutions, including high-quality aggregated data for both traditional and alternative investments, premium client reporting with full multi-currency, interactive dashboards, rebalancing capabilities, research, risk analytics, CRM integration and invoicing.

Headquartered in Wilton, Conn., PCR is a value-driven service partner committed to positioning its clients for sustained growth. For more information, visit

About Argus Research Group
Argus Research Company was founded in 1934 by economist Harold Dorsey, and was one of the first firms to provide systematic, independent research and analysis on U.S. equities to the professional market. Using a top-down methodology, the Argus staff of analysts and its economist has continued to offer forecasts and ratings on the U.S. economy, and objective investment research analyzing hundreds of leading blue chip companies.

More information is available at,



Jami Schlicher


(973) 850-7309

SOURCE Private Client Resources

About PR Newswire
Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

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