Company/Staff/Referrals

How many staff members do you have dedicated to support of outsourced portfolio management systems?

All of the members of the firm work exclusively on support of outsourced portfolio management systems. There are currently 40 employees

Who will manage my data?

A specific Account Manager will be assigned to your firm.

What happens if the person managing my data is unavailable? Or on vacation?

Every database we manage has an assigned backup Account Manager as well as a primary Account Manager.