Nikulski Financial, Inc. Outsources Back Office to BridgePortfolio®
New Iowa RIA Firm to Utilize BridgePortfolio®’s Back Office Solution Product which includes a private label website, an account opening tool, a dashboard, daily reconciliation, billing and performance reporting.
Chicago, IL, December 06, 2009 --(PR.com)-- BridgePortfolio® -- a leading industry provider of flexible, customized, private-labeled RIA platforms and back office support for investment advisors, investment managers, broker-dealers, field marketing organizations, financial planners and trust companies -- is pleased to announce that Nikulski Financial, Inc. of Davenport, Iowa has selected BridgePortfolio as its outsourcing provider.
BridgePortfolio will provide Nikulski with the set-up and ongoing maintenance of its back office activities including a private label website, an account opening tool, a dashboard, daily reconciliation, billing and performance reporting.
Mike Ruane, Executive Vice President of Sales at BridgePortfolio, identifies that the intent of the new partnership is to “minimize the day-to-day operational tasks so that Brian J. Nikulski, CFP, owner, and his team can focus on building their client base.” He notes, “Nikulski’s mission is to provide their clients with timely, accurate and consolidated performance reporting.”
Through Nikulski’s new relationship with BridgePortfolio, their advisors will be able to increase productivity thereby improving customer relationships and providing more personal and customized financial advice to their clients.
About Nikulski Financial, Inc.
Nikulski Financial, Inc. is a fee-based financial planning and asset management firm that will provide uniquely tailored wealth management and financial planning services to individual and small company 401(k) plans.
This registered investment advisory (RIA) firm was founded by Brian J. Nikulski, CFP. He has over 15 years experience doing financial planning and investment management. They plan to focus on individual clients’ financial goals and risk tolerance. Their portfolio design seeks to emphasize consistent investment returns with preservation of capital, maximizing potential long-term appreciation or a combination of the two.
Nikulski Financial, Inc. currently provides services to over 150 clients managing approximately $55 million of client investments on a discretionary basis. They are registered with the Securities and Exchange Commission (SEC) and the Iowa Department of Securities. For more information, please visit http://www.nikulskifinancial.com.
About BridgePortfolio®
BridgePortfolio is a leader in developing flexible, customized, private-labeled asset management platforms for investment advisors, investment managers, broker-dealers, field marketing organizations, financial planners, banks and trust companies. Their mission is to help these companies to profitably deliver investment advisory services, including ETF and mutual fund wrap model portfolios, and SMA and UMA programs.
Founded in 2000, the company has approximately 65 customers (called partners) across the United States with almost $2 billion in assets under administration. BridgePortfolio has developed a diverse menu of services that can be outsourced, including private label website development and hosting; efficient online account setup; account administration; performance reporting; model portfolio trading; billing; third-party separate account management and private label separate account platform creation and maintenance. For more information, please visit http://www.bridgeportfolio.com
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BridgePortfolio will provide Nikulski with the set-up and ongoing maintenance of its back office activities including a private label website, an account opening tool, a dashboard, daily reconciliation, billing and performance reporting.
Mike Ruane, Executive Vice President of Sales at BridgePortfolio, identifies that the intent of the new partnership is to “minimize the day-to-day operational tasks so that Brian J. Nikulski, CFP, owner, and his team can focus on building their client base.” He notes, “Nikulski’s mission is to provide their clients with timely, accurate and consolidated performance reporting.”
Through Nikulski’s new relationship with BridgePortfolio, their advisors will be able to increase productivity thereby improving customer relationships and providing more personal and customized financial advice to their clients.
About Nikulski Financial, Inc.
Nikulski Financial, Inc. is a fee-based financial planning and asset management firm that will provide uniquely tailored wealth management and financial planning services to individual and small company 401(k) plans.
This registered investment advisory (RIA) firm was founded by Brian J. Nikulski, CFP. He has over 15 years experience doing financial planning and investment management. They plan to focus on individual clients’ financial goals and risk tolerance. Their portfolio design seeks to emphasize consistent investment returns with preservation of capital, maximizing potential long-term appreciation or a combination of the two.
Nikulski Financial, Inc. currently provides services to over 150 clients managing approximately $55 million of client investments on a discretionary basis. They are registered with the Securities and Exchange Commission (SEC) and the Iowa Department of Securities. For more information, please visit http://www.nikulskifinancial.com.
About BridgePortfolio®
BridgePortfolio is a leader in developing flexible, customized, private-labeled asset management platforms for investment advisors, investment managers, broker-dealers, field marketing organizations, financial planners, banks and trust companies. Their mission is to help these companies to profitably deliver investment advisory services, including ETF and mutual fund wrap model portfolios, and SMA and UMA programs.
Founded in 2000, the company has approximately 65 customers (called partners) across the United States with almost $2 billion in assets under administration. BridgePortfolio has developed a diverse menu of services that can be outsourced, including private label website development and hosting; efficient online account setup; account administration; performance reporting; model portfolio trading; billing; third-party separate account management and private label separate account platform creation and maintenance. For more information, please visit http://www.bridgeportfolio.com
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Contact
BridgePortfolio
Andrea Reitman
312-321-9139
www.bridgeportfolio.com
Andrea Reitman
312-321-9139
www.bridgeportfolio.com
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