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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 to maintain accurate data for you. 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.

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Krisan’s BackOffice is celebrating its 20th year of providing PortfolioCenter support for managers from all over the country!

See what managers say about having us on their team.

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Do you simply need a few PortfolioCenter questions answered?  Here’s a place where you can ask your questions find answers, trade tips, and share your expertise.

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Latest from the blog

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Task Scheduler fails to start PortfolioCenter Backup Task Scheduler fails to start PortfolioCenter Backup

by Krisan Marotta on May 15, 2012 in Installation & Interfaces

The scheduled task which backs up PortfolioCenter failed. The back up did not run and the Task Scheduler says "could not start." What's wrong?

PortfolioCenter Global Reports Menu PortfolioCenter Management Fee Options

by Krisan Marotta on April 26, 2012 in Billing

When billing a household group, you have two options for deducting your management fees. When should you choose which option?

How do I find the stock merger ratio? How do I find the stock merger ratio?

by Krisan Marotta on April 18, 2012 in Cost Basis & Taxes

You need the share exchange ratio to process a stock merger in the PortfolioCenter transaction writer. But how do you find it?

External Fee Payments in PortfolioCenter External Management Fees in PortfolioCenter

by Krisan Marotta on April 10, 2012 in Billing

In PortfolioCenter, you need to take some extra steps to provide your clients who pay by check with net of fees performance returns.

Corporate Action Processing in PortfolioCenter Corporate Action Processing in PortfolioCenter

by Krisan Marotta on April 5, 2012 in Cost Basis & Taxes

Processing corporate actions in PortfolioCenter is easy once you've gathered the right information. Here's where to find the information you need.

6 Decisions about Billing in PortfolioCenter 7 Decisions about Billing in PortfolioCenter

by Krisan Marotta on March 26, 2012 in Billing

Before running your first set of invoices in PortfolioCenter, you need to make seven decisions -- in addition to determining your fee schedule.

7 Questions to answer before switching brokers 7 questions to answer before switching brokers

by Krisan Marotta on March 19, 2012 in Installation & Interfaces

Not all custodians are equal when it comes to getting data into PortfolioCenter. Before you decide to change brokers, ask these 7 questions.

Changing Brokers in PortfolioCenter Changing brokers in PortfolioCenter

by Krisan Marotta on March 15, 2012 in Installation & Interfaces

How can we switch brokers without losing all of our cost basis information in PortfolioCenter?

In PortfolioCenter, what does “change in accrued” mean? In PortfolioCenter, what does “change in accrued” mean?

by Krisan Marotta on February 27, 2012 in Reporting

Accrued income is interest that has been earned but has not yet been paid to the shareholder. Many managers choose not to display accrued income ...

7 reasons PortfolioCenter cost basis differs from the broker’s 7 reasons PortfolioCenter cost basis differs from the broker’s

by Krisan Marotta on February 18, 2012 in Cost Basis & Taxes

Th new cost basis reconciliation tools in PortfolioCenter reveal the difficulty of keeping the two systems in sync. Here are 7 common reasons why.

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