Accurate Performance

• Krisan Marotta invented outsourcing the back office for investment managers in 1992.
• We ensure accurate performance.
• We provide comprehensive, personalized PortfolioCenter data management.
• We offer full-service support, fast turnaround, customized reports tailored to your clients’ needs, and a secure transfer of data and reports.
• With over 20 years of experience, we know every aspect of PortfolioCenter and work with a wide-variety of custodians.
• With Krisan, you know an expert will be handling your data. So you want to know your data is being done right, not just being reconciled.
• By outsourcing herself, Krisan keeps her overhead extremely low, making her data management services the best bargain in the business.