Outsource Portfolio Center Resources

RAI to LO Merger Exchange Instructions

June 30, 2015 By Outsourcethis Leave a Comment

On June 12, 2015 Reynolds American Inc. (RAI) completed its acquisition of Lorillard, Inc. We have outlined the information for best practice entry into Schwab PortfolioCenter® below. Always defer to the Investor Information releases for any and all corporate action information or consult a tax advisor if there are questions regarding the cost … [Read more...]

Been instrumental in our continued growth and success…

Jolliffe Capital, Inc., has been working with Outsource This since 2006. The firm has been instrumental in our continued growth and success, by fully automating our back office workload. I have yet to work with a vendor that is as well-managed or more knowledgable about our industry. Outsource This takes care of our daily download and reconciliation requirements from the four different custodians with which we work, in addition to compiling monthly client statements and processing our billing. If you are considering outsourcing some or all of your data processing needs, I unequivocally recommend Outsource This! Feel free to contact me should you wish to ask me about their services personally.

Patrick S. Jolliffe, CFP®, ChFC®, AIF®, President at Jolliffe Capital, Inc.

OutsourceThis LLC.

2015-03-10T21:04:10+00:00

Patrick S. Jolliffe, CFP®, ChFC®, AIF®, President at Jolliffe Capital, Inc.

https://outsourcethisonline.com/testimonials/been-instrumental-in-our-continued-growth-and-success/

Truly an extension of our own staff…

Penniall & Associates has been with OutsourceThis since 2008 through multiple broker dealer and portfolio management system transitions. The team has changed over the years but the quality of service and professionalism, along with the comradery of working together has not. Our situation has been complex and challenging at times, but we are always able to work cohesively as one team; truly an extension of our own staff. OutsourceThis is the engine that drives our performance reporting, billing, and account management at every level. Without the trust we have in their team, we could not be confident of our output to clients which is imperative to our business and service model. We look forward to a long and mutually beneficial relationship working together and are glad to have them a part of our team!

Vanessa Y. Burnett, CFP, Financial Advisor at Penniall & Associates Inc.

OutsourceThis LLC.

2015-03-10T21:05:43+00:00

Vanessa Y. Burnett, CFP, Financial Advisor at Penniall & Associates Inc.

https://outsourcethisonline.com/testimonials/truly-an-extension-of-our-own-staff/

They were able to seamlessly transition my performance data…

I had concerns switching from a major third-party investment platform to managing my own data, but Aryn and her team at OutsourceThis took care of everything. They were able to seamlessly transition my performance data and had me up and running on my new system in no time. I now have control of my data, but I am doing less work than ever. OutsourceThis has been vital to helping me a build a practice that is more efficient, scalable, and profitable.

Steve Larsen, CPA, CFP ® at moloney+o'neill

OutsourceThis LLC.

2015-03-10T21:02:01+00:00

Steve Larsen, CPA, CFP ® at moloney+o'neill

https://outsourcethisonline.com/testimonials/they-were-able-to-seamlessly-transition-my-performance-data/

OutsourceThis is a vital part of our team…

We have been using the services of OutsourceThis for several years and recently transitioned to their cloud based hosting service. The data is accurate, reliable and they provide a high level of customized service. It is nice to come into the office each morning and have our systems ready to go without sacrificing staff time. Day in and day out, our database management gets handle in a professional manner where we don’t have to give it a second thought. OutsourceThis is a vital part of our team.

Daniel D. Sands, CFP, Managing Principal at Silversage Advisors ®

OutsourceThis LLC.

2015-03-10T21:02:44+00:00

Daniel D. Sands, CFP, Managing Principal at Silversage Advisors ®

https://outsourcethisonline.com/testimonials/outsourcethis-is-a-vital-part-of-our-team/

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