Technology Services

FNEX works with other industry service providers leveraging technology to bring efficiency to investment banking.

Private Client Resources (PCR) was founded in 2000. It serves Family Offices, RIA firms and Private Banks, is the recipient of the PAM Awards for “Best Reporting Solution” in 2014 and “Most Innovative Private Bank Provider” in both 2013 & 2012; and the Family Office Review Award for “Best Family Office Technology Provider” in 2013. PCR offers innovative tools and services 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, document management, research and risk analytics. For more information contact: Gregory Roll, Director of Branding & Marketing -- (203) 210-0047 or email:

Our Custom House “Gateway” platform is a Technology-Driven Back and Middle Office solution for Hedge Funds, CTA’s, PE Funds, Family Offices and SMA managers of all sizes. Over the past 25 years, Custom House has evolved into a Global Leader in the Financial Services and Fund Administration business with offices in Amsterdam, Chicago, Dublin, Guernsey, Luxembourg, Malta, New York, Singapore and San Francisco.

Learn About FNEX
The Private Securities Marketplace

"FNEX provides an innovative approach to fund sourcing. This provides a valuable benefit to fund managers and increased transparency for investors."