Up and Running Office Services, Inc., is here to assist your firm with PortfolioCenter support, as well as back-office administration.
Since 1998 we have been beta testing consultants for PortfolioCenter, and served as a third party provider for back-office administration custom services for Tamarac PortfolioCenter.
The Up and Running Offices Services team offers diverse consulting and training services for individuals and small- to mid-sized companies. We are committed to have you “up and running” in no time.
Owner
Dana Porter
After 15 years in business operations and software administration Dana co-founded Up and Running Office Services to provide Registered Investment Advisors (RIAs) with the back office, data reconciliation, and reporting services. Prior to the launch of Up and Running Office Services, Dana was a consultant for Schwab Performance Technologies© programmers, helping them refine new software and software upgrades. She also served as Senior Planner/ Director of Operations with a high net-worth wealth management firm, with responsibility for client services, client reporting, and network administration. Dana began her career as a bank MIS/Operations Coordinator for a local savings and loan. Dana earned a Master’s Degree in Accounting from Golden Gate University and holds a Bachelor degree in Mathematics from the University of Redlands.