|
Krisan Marotta of Krisan's BackOffice, Inc. invented outsourcing the back office for investment managers in 1992 and has been providing comprehensive, personalized PortfolioCenter and Centerpiece data management ever since.
Krisan handles everything necessary to ensure accurate performance reports.
With over 15 years experience, Krisan has used every aspect of PortfolioCenter and dealt with every type of transaction from a wide-variety of custodians.
With Krisan, you know an expert will be handling your data every day (not the last person hired). When you delegate something as important as tracking your portfolio performance, you want to know it's being done right, not just being reconciled.
Krisan provides full-service support, fast turnaround, customized, straightforward reports tailored to your clients' needs, and a secure web environment to transfer data and reports.
By outsourcing herself when needed, Krisan keeps her overhead extremely low, making her data management services the best bargain in the business.
Custom Reports
We can design a package of text and graphic performance reports that is complete, straightforward and easy-to-read. You pick the reports that meet your clients' needs. Typically, I send global summary reports monthly, and client reports and invoices quarterly. Or if you prefer, I'll provide the data and you produce the reports in-house. |
Flexible Reporting
You may receive your reports:
- as a single PDF file (best for in-house printing).
- as a PDF for each client household (best for emailing to clients).
- each report as its own PDF (best for uploading to your client website).
- on a CD (best for data archive).
- on paper (best for mailing).
|
Turnaround
For completely downloaded accounts, I send reports by the 3rd business day of the month. If you use index figures on your reports or have accounts which require manual entry, I send reports within 3 business days of receiving the index figures or the last of the manual information. |
Index figures
You may incorporate any of over 400 index figures into your reports. |
Manual Entry
The most cost-effective and accurate way to track your data is through electronic downloads. However, since some types of accounts are not available through downloading, I accept a limited number of accounts for manual entry. |
Use the online form to ask a question or request a fee schedule.
|
