Who we are | Krisan's BackOffice Inc
Krisan invented the business of providing back office support to investment managers in 1992 — before email and the internet. After graduating Phi Beta Kappa, “With Distinction” from Stanford University, Krisan worked as a technical writer and computer programmer.
Our Team | Krisan Marotta
Krisan Marotta. Krisan invented the business of providing back office support to investment managers in 1992 — before email and the internet. After graduating Phi Beta Kappa, “With Distinction” from Stanford University, Krisan worked as …
What our managers say | Krisan Marotta
From the beginning, we relied on Krisan to manage all of our portfolio data so we could interact with current clients and have time to acquire new clients. During a recent three year period we were able to double the assets we had under management, …
Contact Us | Krisan's BackOffice Inc
Mailing Address: 1000 Ednam Center, Suite 400, Charlottesville, VA 22903 Telephone: 434-977-3019 Email: krisan [at] krisan [dot] com
Frequently Asked Questions | Krisan's BackOffice Inc
Krisan’s BackOffice, Inc. agrees to keep all information about clients of its managers confidential. View a copy of our confidentiality statement. Do you provide manual data entry? The most cost-effective and accurate way to retrieve your data is through electronic methods.
Switching to Schwab Tax Lot Optimizer | Krisan Marotta
by Krisan Marotta | Sep 23, 2011 | Cost Basis, KBO Historically you may have used the trade lot matching method of “First in, First Out” or “Highest Cost” in order to produce the smallest possible capital gain or the largest possible capital loss when selling positions in client accounts.
How do I find a stock’s date of death value? | Krisan Marotta
by Krisan Marotta | Apr 12, 2016 | Cost Basis, KBO When a client passes away, most likely you’ll be asked for the valuation of the estate on the date of death. Can you retrieve this information from PortfolioCenter?
Handling Partial Wash Sales in PortfolioCenter - Krisan
by Krisan Marotta | Dec 29, 2011 | Cost Basis, KBO If you sell a position at a loss and purchase that position again 30 days before or 30 days after the sell, the IRS considers this a “wash sale” and the investor is not allowed to take the realized loss.
Cost Basis | Krisan Marotta
2016年5月31日 · by Krisan Marotta | Feb 21, 2017 | Cost Basis, KBO. If you keep cost basis in PortfolioCenter reconciled to your broker, February means income reclassifications. Due to complicated IRS rules and regulations, fund companies may need to adjust dividends already paid when they close their books at the end of the fiscal... Aloca (AA) spinoff ...
When to reindex your PortfolioCenter database - Krisan
by Krisan Marotta | Jul 12, 2011 | Tech Help When was the last time you re-indexed your PortfolioCenter database? If you answered some time in the last week, you don’t need to read on.