Krisan's BackOffice Inc | PortfolioCenter outsourcing for Investment Advisers

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

We have helped hundreds of managers track and maintain accurate data. But our goal is not just pristine data. We want to free you from the computer, so you can take your business to the next level, knowing that we’ve got your back.

Meet Krisan

Krisan invented the business of providing back office support to investment managers in 1992 — before email and the internet.

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How we can help you

Tired of hiring and training yet another person? No time to handle the program yourself? Need to offload some of the necessary tasks? Lost in cost basis? Outsourcing can help you!

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Considering outsourcing?

If you’re bouncing on the diving board considering whether you should you leap into the outsourcing pool, ask yourself these three questions.

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Free Info packet

Request our free, no obligation information packet which includes fees, references and answers to the most frequently asked outsourcing questions.

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Latest from the Blog

Runner at Starting Block

Getting started with PortfolioCenter

by Krisan Marotta on May 20, 2013 in Installation

Starting PortfolioCenter from scratch can be intimidating. Here are the articles for managers starting PortfolioCenter from scratch.

PortfolioCenter Hosted is here

by Krisan Marotta on May 15, 2013 in Installation

Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows.

In PortfolioCenter when should I use a credit versus a receipt?

by Krisan Marotta on May 2, 2013 in Performance

When should you use a credit versus a receipt and/or a debit verses a transfer? Both transaction types move securities in and out of accounts.

Dynamic Date Ranges in PortfolioCenter

by Krisan Marotta on April 9, 2013 in Reporting

Confused about the Dynamic Date Ranges in PortfolioCenter Presentation reports. Here's the rundown.