What our managers say

Krisan’s BackOffice is celebrating over 20 years of providing PortfolioCenter support for investment managers! See what managers say about having us on their team.

What our managers say:

Bill Mikus, Mikus Capital Management Testimonial

“We are celebrating our 20th year in business and Krisan’s Back Office has been responsible for generating performance reports from the beginning and has been integral to our success. Two decades of consistently outstanding service is testament to her attention to detail, accuracy, foresight, timeliness, integrity and willingness to find solutions to problems. Our clients have high expectations with regard to the level of service they receive and Krisan has consistently exceeded both our clients and our expectations.”William John Mikus, Mikus Capital Management, Inc

Alan Aiello, Evergreen Wealth Management Testimonial

“Krisan has been an integral part of my wealth management firm since 1998. Her services are invaluable and have increased our profit and allowed more time for our in house people to address other client oriented issues. I would highly recommend Krisan.” Alan Aiello, Evergreen Wealth Management LLC

Bob Reed, Personal Financial Advisors Testimonial

“Looking back at the 20 year relationship with Krisan’s BackOffice, I’d have to say that it is one of the best investments I have made in my practice. Working with KBO is a pleasure. The service is accurate, responsive and cost effective. “Robert J Reed, Personal Financial Advisors, LLC

“It has been 15-years since I selected Krisan’s BackOffice to manage the custodial downloads and portfolio record keeping for my financial planning and investment advisory firm. As a solo practitioner I can’t imagine why anyone would choose to manage their own data. Since hiring Krisan the timeliness and integrity of my client data has been vastly improved and most of all I have been able to devote my time to serving clients and expanding my practice. As I approach 20 years in business I can look back and say my decision to work with Krisan was one of the best I have made along the way.”Stephen T. Gorman, Gorman Financial Management

Krisan has been providing backoffice services to my firm for over ten years.  I was introduced to Krisan by one of the most respected advisors I know.  I consider that introduction to be one of the most fortunate events in my business life.  From the start she has been an integral part of my business.  I cannot imagine doing business without Krisan handling client reporting.  Krisan is always prompt in getting back to me when questions or special requests arise.  This is so very important and hard to find in the business world.  I highly recommend Krisan’s services to any advisor who seeks a trusted and cost effective business associate. – James Bucheister, North Coast Asset Management, Inc.

George Marotta, Marotta Wealth Management

“The best decision which my firm made in 1992 was to contract with Krisan’s BackOffice, Inc. for the production of all our portfolio performance reporting. From the beginning, we relied on Krisan to manage all of our portfolio data so we could interact with current clients and have time to acquire new clients. During a recent three year period we were able to double the assets we had under management, thanks to her effective performance reporting. I cannot think of another function which gives us such a great return on costs as does her services. I cannot imagine portfolio management without having the benefit of her services. I would be pleased to speak to any manager who is considering engaging the talents of this Stanford Phi Beta Kappa graduate. (With a nod to the truth-in-advertising principle, I must acknowledge that she is also a great wife to my son David, and devoted mother to my grandson Brendon and granddaughter Megan, and my favorite daughter-in-law!)” George Marotta, Marotta Wealth Management, LLC [now retired]

Mary Beauchamp LiveOak Logo

“I discovered Krisan’s BackOffice soon after I established LiveOak, my one person fee-only financial advisory firm about 12 years ago. I had selected the old Centerpiece as a portfolio management system and gone to the training program. It didn’t take long to discover that my strengths lay in financial planning, investment management, and building client relationships, not in figuring out software. In a real stroke of good luck, I soon learned about Krisan at a NAPFA study group meeting. Outsourcing portfolio data management to Krisan has been a huge part of my success in business. She guided me through the transition from Centerpiece to PortfolioCenter and through multiple updates. When I merged another business into mine, she handled the tricky job of retrieving client data from another portfolio management system and inputting into PortfolioCenter. She has been responsive, competent, helpful–and especially kind to those of us who remain technologically inept! I can’t imagine what I would have done without her and her time-saving services.”Mary M. Beauchamp, LiveOak, LLC (now retired)

“Krisan has always been responsive, professional, and dependable over the near decade that I have worked with her.”Steve Ames, Ames Fee-Only Financial Planning (now retired)

Asset Strategies Inc. Logo

“Asset Strategies, Inc. has been using Krisan’s Backoffice since the late 1990’s and we consider her services an integral part of our operations. We depend on Krisan’s expertise to manage Portfolio Center on a daily basis. She performs all data downloads, reconciliations, reporting and uploading to client vaults. Using Krisan frees our time to run the rest of an investment management and financial planning business and means we do not have to staff and develop this expertise in-house. She offers us an additional layer of internal controls in securing our client data. We highly recommend Krisan’s Backoffice to other advisors using PortfolioCenter.”Kathy Norris, Asset Strategies, Inc. [now retired]

Interested in learning more? Contact us for an information packet and references!