Planners Consulting Group, Inc.

Services

Planners Consulting Group, Inc. provides consulting for financial planners using database management software packages including:

Technical Assistance and Data Maintenance

• Client Database Setup
• Electronic Data ImportsElectronic data imports can be a challenge. Let the professionals at Planners Consulting Group, Inc. import your data. We are in constant touch with data providers, so we can correct problems as they occur to ensure your data is accurate and timely. If you need help getting started, initial imports and data preparation are also available. Let us be your part-time office staff!
• Data ConversionsConverting data from one software package to another and don't want to lose your historical data? Let us take a look. We have converted data from and to a variety of formats and software packages.
• Routine Data Entry via Remote Access
• Client and Security Coding
• Manual Statement Entry
• Import Error Correction
• Report Verification
• Office ProceduresHiring the "right" office staff, establishing database management procedures, developing a User Guide for your office, or general ledger accounting can be a challenge. Sandy Derato of Planners Consulting Group, with over ten years small business and human resources experience, can help ensure that you have the right people and the right procedures in place to maximize office efficiency and effectiveness.

Training

• On-site, Customized TrainingReceive Portfolio Management Software Training at your office for any number of office staff. For the new user, we will provide an overview of your system capability with detailed training on data setup, basic reports, system routines and contact management, if available. For more advanced users, we take an in depth look at data and how it impacts financial reporting. Take your system to the next level using options you may not have previously considered.
• Telephone ConsultationsPlanners Consulting Group can provide individual telephone conferences on a wide range of subjects including, but not limited to, interface setup (data imports), office procedures, disaster recovery, and getting started with a new software package. You name the topic - customized sessions are available.