Outsourcing a necessity for new advisors

Outsourcing a necessity for new advisors

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+...
What is PortfolioCenter Hosted?

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 concurrent users,...
SEC Audit: the ‘Santa complaint’

SEC Audit: the ‘Santa complaint’

You never know what an SEC Auditor will find to complain about. In my 20 years of working with PortfolioCenter, I’ve been through hundreds of federal and state audits with my managers. The good news: all my managers have passed their audits with flying colors. ...