Experience:
- Over 32 years combined experience in the investment advisory
business.
- Over 250 data conversions between portfolio management software
systems.
- Portfolio SolutionsTM serves
as consultant to a national financial advisor client base managing in
excess of two billion dollars.
- Served as a test site for new software for vendors such as,
Performance Technologies, Advent Software and Charles Schwab & Co.,
Inc.
- Consultant to several national brokerage firms.
- The principals of the firm have directed and managed the transfer
of an asset base from individual fund families to brokerage houses and
between custodians.
- Successfully converts data between portfolio management systems, retaining
transaction history.
- Responsible for the selection, implementation and conversion of
data into various portfolio management software platforms.
- Advise software developers with respect to possible product
improvements.
- Provide both onsite and offsite assistance during SEC audits.
- Trading methods and procedures implemented facilitated the frequent
simultaneous trading of over 1500 portfolios.
- Advice on basic compliance issues and procedures.
- Significant experience with investment advisors specializing in
mutual fund portfolios.
By maximizing the use of the
available software to more effectively manage assets, the direct staffing needs
can be minimized, while retaining the ability to increase assets under
management. The methods of Portfolio SolutionsTM have enabled one advisor to increase assets under
management ten fold without significant increases in staff.
As the result of an automated and efficient
back office, it is possible to more closely monitor client accounts, quickly
find and correct any errors, and dedicate more time and staff to customer
service and prospecting.
Portfolio SolutionsTM can serve as your back office, or create and
document policies and procedures when necessary. The firm will work with you to
create a schedule specifically tailored to meet your needs.
Portfolio SolutionsTM
301-596-3178
fax 410-992-7910
email Paula portfoliosolutions@comcast.net
or Heather heatherps@pennswood.net