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...]
10 great websites for advisors plus 5 best PortfolioCenter sites
Too much information, too little time? With so much online information, it's difficult to know what is worth following. I found some interesting ideas in Mike Byrnes and Kevin Feehily’s top 10 list of the best websites for financial … [Read more...]
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 … [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...]
