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...]
What is PortfolioCenter Hosted?
PortfolioCenter Hosted offers a private web application. With PortfolioCenter Hosted, you are still running PortfolioCenter's desktop version but you run it on your own private cloud. While most web applications are able to handle lots of … [Read more...]
Outsourcing PortfolioCenter lets you focus on growth
If you're considering outsourcing, check out this article in Investment News: Outsourcing peripheral tasks lets advisers focus on growth, clients By Andrew Osterland, June 19, 2011 When David Marotta started his advisory practice in 2000, he was … [Read more...]
Will outsourcing PortfolioCenter work for you 3?
How do you know if you are a good candidate for outsourcing? In my 20 years as an outsourcer, I've noticed three factors that predict who will sink and who will swim in the outsourcing pool. In my first post, I showed out outsourcing success can be … [Read more...]
Will outsourcing PortfolioCenter work for you 2?
The first trait that predicts whether managers who take the plunge into the outsourcing pool will sink or swim is trust. Outsourcing success is largely determined by how willing you are to respect another’s professional judgment. In … [Read more...]
