Q: How long does it take from initial sign-off to initial recommendations?
- A: Timing is dependent on a number of factors, including complexity of data integration, accuracy/completeness of data and availability of client resources. However, we are often able to provide recommendations w/ 30 days of engagement.
- A: Costs depend on the nature and length of engagement. Annual access to the Portico Monitoring Platform customized for your data with basic adviser support starts at ~$10,000. Costs for deeper levels of customization and support vary based on business requirements.
- A: PBMS doesn’t believe in long-term contracts. Our expectation is that we will deliver sufficient value to your business that you’ll want to maintain the relationship. Due to the significant upfront investment in understanding your business and connecting your data to the Portico Business Analytics Platform, we require a minimum 90 day initial commitment.