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PCA has designed and developed a broad range of complex applications for Clients in the Financial Services and Insurance industries, including: Investment Portfolio Analytics, Syndicated Insurance Policy Coverage Analytics, Auto Insurance Warrantee Claims Management, M&A Financing Lifecycle Management, an Insurance Policy Pricing and Quotation solution, a Blue-sky Registration and Payment system, Securities Fraud Claims Administration systems, a Variable-rate Retail Mortgage system, and a customer-facing Investor Portfolio and IRR calculation solution.
Marsh Logo
Marsh is the world's leading risk and insurance services firm, with nearly 30,000 employees and annual revenues exceeding $5 billion. Marsh provides global risk management, risk consulting, insurance broking, financial solutions, and insurance program management services for businesses, public entities, associations, professional services organizations, and private clients in over 100 countries.

PCA designed and developed a custom Insurance Policy Coverage Smart Client application for Marsh's Mass Tort & Complex Liabilities Consulting practice, to replace a legacy MS Access application. The PCA solution provided substantially enhanced functionality to Marsh Consultants and their Clients, and reduced the time and resources required to deploy Policy data to Clients from weeks in the old system supported by a technical team of 6, to a day or two in the new system with minimum technical assistance.

Liberty International Underwriters Logo
Liberty International Underwriters, a division of Liberty Mutual Insurance Company®, is a global specialty lines company with an emphasis on niche insurance products distributed through the independent broker network.

PCA designed and developed custom Quotation Calculators for LIU's Power Generator and Oil & Gas business units, which were previously managed via distributed Excel spreadsheets. The PCA solution provided a more efficient, repeatable, reliable and timely custom insurance quotation process.

Advest Brokerage Logo
Advest is one of the nation's oldest Brokerage firms with an active investment banking practice.  Advest Group's investment advisory group provides customized balanced, equity and fixed-income portfolio management to high net worth individuals and institutions.

PCA designed and developed a custom MS Access Database solution to manage M&A and financing lifecycle activities -- from initial client prospecting, through the sales process to close and relationship management. PCA worked with Advest's M&A department to design a solution from existing MS Excel spreadsheets.   Advest Case Study

Proxytrust Logo
Founded in 1993, Proxytrust, a privately-held company headquartered in Hauppauge, New York, is an industry leader in proxy processing and related information services. Proxytrust's technology is used in thousands of shareholder meetings in the US, for over 160 Trust Institutions, reaching millions of investors.

PCA provided custom SQL Server Analysis techniques that identified and resolved a variety of database application performance and data integrity issues.

Royal Administration Logo
Royal Administration provides warantee service contract support to services to dealerships and other businesses that operate within the automotive industry.

PCA designed and developed a complete pre-owned vehicle Insurance Warrantee Claims Management System. We migrated Royal's internal Microsoft Excel spreadsheets to a custom PCA MS Access application with a SQL Server back-end. The system supports ~50 employees use all day. Royal Administration Case Study

Aon Logo
Aon provides global resources to create innovative insurance and risk management, human capital consulting, and insurance underwriting solutions.

PCA designed and developed a comprehesnsive Insurance Policy Pricing and Quotation Management System. PCA worked closely with management to design a custom Smart Client solution from internal MS Excel spreadsheets.

Lehman Brothers Company Logo
A Lehman Brothers Company, Cohane Rafferty maintains state-of-the-art analytical capabilities for stratifying and valuing mortgage servicing portfolios.

PCA designed and developed a variable-rate Mortgage Management System for their Retail Banking Division, and a custom solution for Pooling & Disaggregating Bulk Loan Sales. Both projects required detailed assessment and reconciliation of current system capabilities against critical new business requirements.

Capital Group Companies Logo
The Capital Group Companies is one of the world's most experienced and successful investment management organizations. Five companies manage investments for millions of individuals and thousands of corporations and institutions.

PCA was engaged by The Capital Group Companies to "write the book" on MS Access Development Guidelines, and MS Access Migration Guidelines & Procedures to SQL Server & Oracle client/server platforms.

Franklin Park Logo
Franklin Park is an independent, employee-owned private equity investment advisor. Franklin Park assists its clients in building and managing portfolios, including portfolio design and planning, investment sourcing, analysis and monitoring, and specialized research.

PCA designed and developed a custom Investor Rate-of-Return (IRR) Calculator that incorporates proprietary algorithums and runs against client records in an SQL Server database. Says Franklin Park... "Thank you all for your hard word, ingenuity and responsiveness in completing the IRR project. The tool will be an important piece of our investment process and Franklin Park would like to thank PCA again for your efforts. We've tested the application and have found it to be both accurate and sufficient per our scope document."

Factory Mutual Insurance Logo
One of the world's largest commercial and industrial property insurance and risk management organizations specializing in property protection.

PCA designed and developed a custom Legal Document Tracking & Management System from scratch, that included full Versioning, Attachments and Reporting functions.

Other Financial Clients

  • Prime Source
  • Cohance Rafferty Securities
  • LifePlans