Specializing in Back
Office and
Portfolio Management Systems
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
SolutionsTM 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.
Paula Dachis
Heather Pierchoski Rose
Welcome to Portfolio
SolutionsTM!
Please explore our site:
About
Portfolio SolutionsTM:
Learn what Portfolio SolutionsTM can do for you.
Portfolio SolutionsTM experience: Read what Portfolio
SolutionsTM has already done for many advisors.
Portfolio SolutionsTM Labor Conservation Act: 
Recycle (Convert) Your Data
Steps to Take Before Sending Your Data to be Converted
Data Conversion File Requirements
Portfolio SolutionsTM Data Conversion Questionnaire &
Quote Request: Complete & fax to receive a quote.
Portfolio SolutionsTM BOOST (Back Office Operations Support Team) Quote
Request: Complete & fax to receive a quote.
Portfolio SolutionsTM
PO Box 6094
Columbia, MD 21045
301-596-3178
fax 410-992-7910
email Paula portfoliosolutions@comcast.net
Heather heatherps@pennswoods.net
Lowell Silverstein: web-page author