Data Processing Packages

Fiscal Fitness offers 3 different packages which allow you to choose the level of service that best meets your company’s needs.

Package #1: Basic Maintenance – Supportive PortfolioCenter administration to help you maintain clean data.

This is a great solution for advisors who are willing and able to be “hands on” by managing their own quarter-end tasks and reporting. We manage the daily work so you can be confident of the data for your quarter-end reports and invoices.


Package #2: Full-Service Administration – Full-Service PortfolioCenter administration. We manage all aspects of daily administration as well as quarter-end tasks and reporting. Ideal for advisors who want to save time and money so they can focus on the big picture and the bottom line.

Includes all of the daily administration of the Basic Maintenance package plus:

    

Package #3: Full-Service Administration with Asset Class Reports – Full-service PortfolioCenter administration with the addition of asset class reporting. An outsource solution for advisors who would like to report performance based on asset class categories, giving the client a more complete performance picture.


Please note: Service Packages do not include “Special Projects” such as manual entry, cost basis entry, data cleanup, and atypical data or reports. “Special Projects” will be billed at a separate, hourly rate.