Family Office Technology Hub

Tech-NEW-logy: Erin Hulse Interviews PCR & Aleta

Mar 9, 2026
Ken Gamskjaer, CEO of Aleta — builder of a family-office data and reporting platform. Ranjan Mishra, CEO of PCR — specialist in custodial and private markets data aggregation and reconciliation. They discuss platform origins, data completeness and backfills, practical AI for document extraction and agents, implementation timelines, and how best-of-breed partners complement each other.
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INSIGHT

Data Infrastructure Is The Foundation For Wealth Tech

  • PCR positions itself as the foundational data infrastructure that validates, reconciles, and guarantees data for wealth managers and family offices.
  • Ranjan emphasizes institutional-grade completeness, timeliness, and accuracy across custodial and alternative feeds so front-end platforms can trust their calculations.
ANECDOTE

Aleta Was Born From A Family Office Pain

  • Ken described Aleta's origin as a spin-off from a multi‑family office that built internal software beginning in 2018.
  • The product grew when other family offices asked to buy the software, leading to a 4‑year-old company now managing ~$100 billion on the platform.
ADVICE

Set Completeness SLAs And Actively Chase Missing Statements

  • Make completeness a measured SLA and monitor missing statements proactively.
  • Ranjan recommends publishing calendars, categorizing counterparties by typical delivery lag, sending daily dashboards, and chasing missing Q4 statements or capital calls.
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