While Schwab Performance Technologies has highly experienced consultants who provide best practices training with PortfolioCenter®, the following industry experts provide specialized consulting in their areas of focus. These third-party providers can help optimize your workflow in PortfolioCenter.
goalgamiPro fits the niche for advisors who are looking for a quick assessment tool with concise output to augment quarterly/semi-annual/annual investment reviews without having to run a comprehensive financial plan (with its 70 page output)—think household net worth statement with goals. The modular output is a series of one-page reports answering key client questions, such as “What is my plan?” and “Can I afford my goals?”
For more information: www.advisorsoftware.com/goalgamipro.html
Arcons' products work specifically with PortfolioCenter for billing/invoicing (billPort), complex client reports (rePort), pricing management (keyPort), held away assets integration (passPort) and rebalancing/trading system (xRebal). At clients requests, we analyze their firm's workflow, and create software to integrate multiple systems in the firm. This results in higher accuracy and efficiencies as well as reduces manual data entry.
For more information: www.arconstech.com
Ashland's professional commitment to service and expertise has helped asset managers of all sizes gain confidence in their firm's compliance efforts. Their GIPS services include Pre-Verification and Compliance Consulting followed by GIPS Verifications and Performance Examinations. Ashland's SEC compliance experts offer Mock SEC Examinations, CCO Resource services, SAS 70 Audits, and tailored compliance consulting programs. In teaming with Ashland, you will not only receive industry expertise, but also a team of dedicated professionals who understand your business as well as the mechanics of PortfolioCenter and how to maximize the system when maintaining your composites.
For more information: www.ashlandpartners.com
CCC serves a wide range of investors, such as bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, market makers, specialists, and proprietary trading firms. No matter the type of investor, CCC has the knowledge and expertise to maximize client recovery.
CCC has over 1,000 clients—and more each day—who manage almost $2 trillion in assets and more than 2 million individual accounts. With expertise in both the legal and financial sector, CCC has been able to recover over $100 million since 2009 alone.
For more information: www.chicagoclearing.com
Norwood Consulting offers ReportCheck, an automated error-checking tool for PortfolioCenter, and CompositeBuilder, which provides composite performance reporting for PortfolioCenter to facilitate compliance with the Global Investment Performance Standards (GIPS®).
Norwood Consulting provides the expertise and support required for successful PortfolioCenter integration projects. You can rely on Norwood Consulting to manage the integration process with Schwab Performance Technologies. In addition, Norwood Consulting offers guidance and functional recommendations to ensure that: the development process is cost effective; business requirements are met; and overall integration is a success.
For more information: www.norwood-consulting.com
Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.
Need more information?
Call us at 800-528-9595. Our team is available to give you information about our products, services, and partners.