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:
“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


“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.


“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)
