We maintain accurate PortfolioCenter data for our managers. In addition to pristine data, we free your time, so you can take your business to the next level, knowing we have your back. We offer … Read More
Let us manage the data, so you can manage the money.
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...]
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...]
On May 18, 2016, Charter Communications, Inc. (CHTR) merged with Time Warner Cable Inc (TWR). If you have clients that held CHTR prior to the merger you need to handle this stock split a little differently. What happened For each share held of TWC … [Read More...]
Starting with the July 2016 statements (mailed in August 2016), Schwab will send monthly statements only for accounts where there is "qualifying activity". Otherwise they will send quarterly statements. You should be prepared for clients to call … [Read More...]
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...]
During the last two SEC Audits I "enjoyed" with my managers, the SEC Auditors requested a spreadsheet containing the "value of each client's account … [Read More...]