by Krisan Marotta | Jul 24, 2014 | Outsourcing
If you’re starting your own practice, you may think outsourcing is a luxury you can’t afford. Actually, it’s a necessity. I enjoy working with managers who are those striking out on their own, because I bring so much value to the table. With 20+...
by Krisan Marotta | Nov 19, 2013 | Outsourcing
PortfolioCenter Hosted offers a private web application. With PortfolioCenter Hosted, you are still running PortfolioCenter’s desktop version but you run it on your own private cloud. While most web applications are able to handle lots of concurrent users,...
by Krisan Marotta | Jun 24, 2011 | Outsourcing
If you’re considering outsourcing, check out this article in Investment News: Outsourcing peripheral tasks lets advisers focus on growth, clients By Andrew Osterland, June 19, 2011 When David Marotta started his advisory practice in 2000, he was tempted to get...
by Krisan Marotta | May 16, 2011 | Outsourcing
How do you know if you are a good candidate for outsourcing? In my 20 years as an outsourcer, I’ve noticed three factors that predict who will sink and who will swim in the outsourcing pool. In my first post, I showed out outsourcing success can be predicted...
by Krisan Marotta | May 16, 2011 | Outsourcing
The first trait that predicts whether managers who take the plunge into the outsourcing pool will sink or swim is trust. Outsourcing success is largely determined by how willing you are to respect another’s professional judgment. In addition to trust, the...
by Krisan Marotta | May 16, 2011 | Outsourcing, Start Here
If you are reading this, you’re probably tired of hiring and training yet another person on PortfolioCenter. Or you’ve run out of time to handle the program yourself. Or you’re starting your own practice and need to offload some of the...
