CSI Information & Membership

Private Client Resources, also known as PCR, is an information service company that offers outsourced solution. It serves more than 40 wealth service organizations, private banks, advisors and family offices. The company gathers and updates asset information including, traditional marketable securities, hedge funds, alternative investments, operating businesses, partnerships, employee benefits and personal use assets. Private Client Resources collects transaction data by manual and electronic means that cover assets and liabilities. It normalizes, reconciles and publishes information daily through PCR Insight. The company has enrolled over 2,000 households with average family wealth. Private Client Resources is a secure, web-based, client-centric reporting system.

Robert Frances Group, located in Wilton, CT, specializes in providing research and analysis services focused on data management, hybrid cloud solutions, and cybersecurity. The firm offers insights into industry trends and predictions, helping clients navigate the complexities of technology and infrastructure. With a commitment to enhancing operational efficiency and sustainability, Robert Frances Group delivers valuable reports and strategic guidance on topics such as generative AI, data center transformation, and the impact of hardware shortages. Their expertise supports organizations in making informed decisions to thrive in a rapidly evolving technological landscape. Generated from the website

Prospect Research Inc is a strategic information services firm that has been serving clients worldwide since 1994. With a focus on fundraising and sales, they offer customized solutions to help organizations improve their bottom line and maximize their fundraising efforts. With a track record of serving over 2,000 clients and helping raise more than $300 billion, Prospect Research Inc is a trusted partner in providing comprehensive prospect research. Their team, led by Tim Halpern, delivers thorough and timely research, uncovering new prospects and providing valuable insights to support strategic decision-making. Whether it's corporate competitive intelligence, asset recovery, executive recruitment, or philanthropic best practices, Prospect Research Inc has the expertise to help organizations achieve their goals.Generated from the website