by Krisan Marotta | Nov 30, 2015 | Performance
If you’re losing clients like you’ve never lost before, you may be part of a trend I’ve observed. I’ve seen more client drops among my managers in 2015 than in the last 5 years combined. Even my managers with a near perfect client retention...
by Krisan Marotta | Jul 9, 2015 | Performance
Removing a closed account from a group you use for reports is a bad idea 99% of the time. Granted it can be confusing to see long-dead accounts listed on the end of PortfolioCenter reports, but the benefits far outweigh the negatives. At this point, the only way to...
by Krisan Marotta | Aug 7, 2012 | SEC Audits
The latest SEC audit I helped one of my managers navigate included a request for “names of advisory clients lost, including the reason, termination date and asset value at termination.” The challenge was extracting this data from PortfolioCenter. Names...
