Let us manage the data, so you can manage the money.

Let us manage the data, so you can manage the money!

Are you a good candidate for outsourcing? Part 1

Will outsourcing PortfolioCenter work for you?

If you are reading this, you’re probably tired of hiring and training yet another person on PortfolioCenter.  Or you've run out of time to handle the program yourself.  Or you're starting your own practice and need to offload some of the necessary … [Read More...]


Outsourcing a necessity for new advisors

If you're starting your own practice, you may think outsourcing is a luxury you can't afford.  Actually, it's a necessity. I enjoy working with managers who are those striking out on their own, because I bring so much value to the table.  With 20+ … [Read More...]


Ace acquisition of Chubb

On January 19, 2015 ACE Limited (ACE) completed its acquisition Chubb Corporation (CB). Investors received 0.6019 of ACE common shares and $62.93 in cash per share of Chubb. The wrinkle in the entering this transaction in PortCenter is that ACE … [Read More...]


How to answer ADV Item 5F using PortfolioCenter

Most managers spend March updating and filing their Form ADV with the SEC.  It's due by March 31 with the prior year's information. Wondering how to get the information out of PortfolioCenter?  Here's one example. Item 5 Information About … [Read More...]


How do I find a stock’s date of death value?

When a client passes away, most likely you'll be asked for the valuation of the estate on the date of death.  Can you retrieve this information from PortfolioCenter? Yes and no.  PortfolioCenter can tell you the number of shares of every position … [Read More...]

PortfolioCenter outsourcing for investment managers since 1992.