by Krisan Marotta | Jul 26, 2011 | Tech Help
I saw a new PortfolioCenter error message today. After 20 years of using PortfolioCenter, I did not think this was possible. One of my managers called with the following problem. While working in the details of a Group, he received the warning message “Please...
by Krisan Marotta | Jul 22, 2011 | Reporting
How often should you send performance reports to your clients? The majority of my managers send PortfolioCenter performance reports quarterly. However, new managers are often tempted to use rolling quarters. Sending performance reports to a portion of your client...
by Krisan Marotta | Jul 12, 2011 | Tech Help
When was the last time you re-indexed your PortfolioCenter database? If you answered some time in the last week, you don’t need to read on. Just as arranging your bookshelf alphabetically enables you to locate a specific book more quickly, the Re-index utility...
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...
