OutsourceThis! LLC is a provider of portfolio data management solutions for
Investment Advisors utilizing Advent Axys, Schwab
PortfolioCenter/Centerpiece or Cornerstone Revolutions PowerAdvisor
software. We have over eight years of experience in managing portfolio data
and technology solutions, as well as creating custom performance reports.
Our primary services include:
- Downloading transaction, pricing, and position data
- Posting of transactions
- Processing all corporate actions i.e. splits, spin-offs, name changes, symbol changes, etc.
- Position Reconciliation
- Data Correction
- Portfolio Reporting including Client Web Reports
- Management Fee Billing
|
 |
|
 |
|
OutsourceThis! LLC provides daily updates of data through a high-speed Internet connection to the advisor's office using Microsoft Terminal Services, PC Anywhere or any similar software program, thereby insuring the advisor retains full control of his/her data. An advisor may look up data and generate client and management reports at any time without having to be connected to us.
Initial installation of software and any necessary data conversion will vary depending on the quality of the initial data. Historical data entry will require more time depending on the amount of history to be added. Similarly, if initial positions are going to be divided by trade lots, more time may be required.
An advisor must be a licensed owner of the supported software program.
|
|
 |
|
 |
|
