Recycle (Convert) Your Data!
Has your current portfolio management software
failed to keep up with your needs or the needs of you clients? Are you
paralyzed by the thought of upgrading or changing entirely? Does the thought of
re-entering or losing your data make you shudder?
Portfolio SolutionsTM Labor Conservation Act has forever eliminated the need to manually reenter
data.
Recycling client data is the most cost
effective way to change your reporting system and retain your historical
information. Fierce competition in the industry has forced investment
professionals to look closely at the software they currently use and consider
making the move to a more comprehensive, reliable system.
Software includes but is not limited
to:
Centerpiece
Advent/Axys
dbCAMS+
Captool
Investment Manager (ADAM)
Trinity
Portfolio SolutionsTM
- moves historical data between various portfolio management software
packages
- over 300 conversions have been completed to date
- is responsible for the selection, implementation and conversion of
data for advisors nationwide
- converted data for on advisor with more than 1500 accounts and 10
years of transaction and performance history
- helps advisor design and plan usage of the new system to meet their
specific needs
Simple Conversion Process
- Design new system layout with Portfolio SolutionsTM
- Deliver a copy of your data with existing software and client data
via CD-ROM, Zip Disk, or pcAnywhere
- Follow-up services could include telephone support, training, and
custom report design and/or specifications
- Reasonable Pricing
Portfolio SolutionsTM
301-596-3178
fax 410-992-7910
email Paula portfoliosolutions@comcast.net