This firm specializes in streamlining back office procedures and optimizing usage of portfolio management software such as Centerpiece by Performance Technologies, and Advent’s Axys. We also teach financial advisors to make the most of available interfaces for the selected systems. By working closely with companies such as Charles Schwab & Co., Advent Software and Performance Technologies, we can help managers get their back office operations in order.

Financial management software changes over time, as do the needs of the advisor. At times these changes require moving information which has been carefully accumulated over the years to a new environment. Attention to detail is the key to success in this industry. Our expertise in both the software and investment management side of the industry allows us to provide accurate data conversions, whether the transfer is between software or custodians. We have effectively facilitated the change of custodial relationships and have developed methods which we believe help reduce the number of hours spent tracking down wayward assets. Either process requires the leverage of technology to minimize errors and costs associated with the transfer.

The goal of Portfolio Solutions™ is to help financial advisors organize their back office to better accommodate client servicing and asset growth. By optimized use of software packages and establishing maintenance procedures, a back office does not need to grow as assets increase. We offer a full range of services including outsourcing backoffice functions, installing software upgrades, training employees, writing report specifications, and data conversions.