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January 21, 2011
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Reconciliation and Reporting (RNR) is what we do best so you can focus on what you do best. We provide outsourcing services that deliver an accurate, aggregate view of all of your clients' assets in one performance report.
RNR Wealth Management Solutions main focus is to make the life of an Advisor easier. Our specialty is working with Advisors who already own Advent AXYS or APX. We remote into the Advisors network to complete the day to day and period end duties required to keep the system in top shape. At period end we package and deliver all reports in PDF to the Advisor. As an added bonus we also take care of all Fee calculations and uploads to custodians.
RNR also offers Consulting services to Advisors that do not want to do full outsourcing. We can help with projects such as creating custom reports or training a new employee as well as helping Advisors optimize their current Advent system.
