Asset Custody Project rolls forward

I love seeing someone run with a project like this. My company is/has been a SEC registered Investment Advisory firm for over 20 years. None of us were ever brokers. We’ve had clients with accounts at dozens of custodians over the years. Currently that number stands at 4, with Schwab having the bulk of it. I/we worked hard back in the 1900’s before the age of the interface. When the data started to become downloadable from brokerage/custodians (or rather when their database guys came out the closet and admitted it could be done, and were ready to deal with the overhead of supporting outside data downloaders) in the 1990’s my/our lives chaged. We use Portfoliocenter, formerly Centerpiece (which we started using in 1987). There are not many people out there with my experience in this arena. From the hardward, the databases, working with brokerage backoffices, just putting it all together, to get to where for the last 10+ years I can reconcile every account to the penny every day for a few hundred clients with eight hundred brokerage accounts, with total under mgmt of 500 million. So i would love to help with your project, from a guru standpoint, just setting up your grid. My desire to help is that the 13 items you listed, although sufficient for the job, either imply a forced answer or lack specificness. So let me know if I can play Guru with you. Kevin.

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