About Portfolio SolutionsTM:
Portfolio SolutionsTM was established in 1993 to help financial and
investment advisory firms in the selection, installation, and utilization of software
and procedures. Many years of working with both investment advisors and their
brokerage custodians to create successful relationships has given them a unique
perspective on the industry. The philosophy of the firm is to assist the
investment community in optimizing the use of existing resources and
identifying areas for further development.
The principals of the firm bring combined experience of over 32 years.
Their clients range from small one person operations to large institutional
firms.
If you are seeking help with institutional
interfaces, the selection of equipment or asset management software, call Portfolio
Solutions TM. They have successfully negotiated and maintained
positive relationships with vendors on a national level.
Software specialties:
Advent/ AxysTM CenterpieceŽ
Other Services:
Data Conversions Software Installation and
Upgrades
Back-Office/Remote Access Telephone/Compliance
Support
On-site Training Custom
Report Specifications/Design
Portfolio SolutionsTM
301-596-3178
fax 410-992-7910
email Paula portfoliosolutions@comcast.net
Heather heatherps@pennswoods.net