by Krisan Marotta | Dec 2, 2014 | KBO, Reporting
Q.On our last quarterly reports, the benchmarks didn’t seem right. Our portfolios should have performed very close to the benchmarks but sometimes they were either much higher or much lower. How do we figure out what is going wrong? A.In PortfolioCenter...
by Krisan Marotta | Nov 20, 2014 | KBO, Reporting
Need help understanding the PortfolioCenter Performance Reports? Here are answers to some of the most common questions. Explain my Performance Report Explain the Report Columns Contributions & Withdrawals What should I send clients? Which report format Should I...
by Krisan Marotta | Nov 14, 2014 | Billing, KBO
If you don’t have a PortfolioCenter quarterly billing checklist, now — before your next billing cycle — is a good time to make one. Checklists offer two important benefits. 1) They aid memory recall (especially in repeated tasks where it is easy to...
by Krisan Marotta | Nov 7, 2014 | KBO, Reporting
The ending values on a Performance report and a Portfolio Holdings report for the same client don’t match. Now what? 1) Check the obvious. Are you running the reports on the same ending date? Are you using the same portfolio or group? Are you running on the...
by Krisan Marotta | Oct 29, 2014 | KBO, Performance
Did you receive an alert from TIAA-CREF something like this? This is to inform you that effective October 24, 2014 we are issuing live NASDAQ ticker symbols for the CREF Accounts. This will improve the overall experience for clients who own any of these accounts and...
