Outsourcing Support

If you think outsourcing might be helpful to you in getting up and running faster on Integrate, or to simply defray the costs of adding another staff planner, we urge you to contact any of the outsourcing providers below:

Virtual Planner

Back Office Solutions is an outsourcing service provider that serves the financial planning community in developing reports and financial plans for the Planner's clients.

Naomi Y. Scrivener
Back Office Solutions
(817) 571-1176
www.backofficesolutions.net
nscrivener@backofficesolutions.net

Computer Consulting

Expert consulting help is available for Integrate2000 in areas including:

• Installing and operating Integrate2000 and updates .
• Assistance with modeling fixed income and other securities in the new Liquid Investments section
• Data transfer between versions
• Creating your own add-ins (specialized reports and input sections, links to and from other programs)
• General data entry and model operation for financial planning
• Additional issues regarding operation and customization of integrate2000
• General computer consulting

Computer consulting for Integrate2000 is provided by Paul Tebbets at an hourly rate of $50 (one hour minimum). Paul conducts the web-based training sessions on various aspects of Integrate2000 and writes the Integrate2000 insider monthly newsletter.

Paul Tebbets
Email: Paul.tebbets@integrate2000.com
Phone: 301-961-2600 in Bethesda, MD

Excel Training

Need to get up to speed in Excel?  Contact Fred Pryor Seminars for Excel training.

www.pryor.com
1-800-944-8503
email: pryoronsite@pryor.com