Webinars With Industry Experts

Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau

Schwab PortfolioCenter® is widely recognized as one of the best portfolio management software systems available to advisors.

While accuracy, reliability, and affordability have made PortfolioCenter® a favorite among advisors—more than 3,000 advisory firms use it—downloading client account data every business day into a desktop application remains an expensive chore with no margin for error.

Services like BOSS effectively transform PortfolioCenter® into a web-based system, enabling an advisory to get the best of both worlds: the accuracy and flexibility of PortfolioCenter® with the ease and labor-savings of an outsourced web-based system. At this webinar, you’ll learn about:

  • BOSS’s app for streamlining portfolio accounting tasks
  • Cost of outsourcing versus managing portfolio accounting internally
  • How you access reports from a service bureau
  • Providing clients 24 X 7 online access to reports
  • Utilizing integrations with CRM, rebalancing and other apps

Michael Kelly is CEO of Back Office Support Service (BOSS), which was founded in 1996 and is relied upon for reporting by 110 advisory firms. Kelly has a Master’s Degree in Systems Management from the Air Force Institute of Technology and a bachelor’s degree in Engineering Management from the US Air Force Academy. He owned an RIA and holds a registered principal’s license as well as a CFP® license.

PortfolioCenter is a product of Schwab Performance Technologies®, which is a subsidiary of The Charles Schwab Corporation.

Questions?

How and why does the Advisor Products system work?

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