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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Getting Started?

Starting PortfolioCenter can be intimidating. Here's what you need to know to start PortfolioCenter from scratch.

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Ready for your audit?

The SEC announced it intends to visit all advisors who have never been examined before 2015 ends. Ready?

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