by Krisan Marotta | Oct 20, 2014 | KBO, Reporting
If you received a 49 on a final exam, you’d be depressed. But if you discovered the average score was 12 and the highest score was 51, you’d be thrilled. Similarly performance returns in PortfolioCenter do not always tell the whole story. Sometimes...
by Krisan Marotta | Oct 13, 2014 | Billing, KBO
Q.We use PortfolioCenter billing to compute our management fees and the Management Fee Export to upload our fees to Schwab. That process is fairly quick and painless. But I spend hours each quarter trying to ensure that there is sufficient cash in our accounts to...
by Krisan Marotta | Sep 26, 2014 | KBO, Performance
PortfolioCenter automatically calculates returns both before and after expenses. While the portfolio value is always reduced by the amount of an expense, you control how the reductions impact performance returns. Your choices affect your gross and net performance...
by Krisan Marotta | Sep 12, 2014 | KBO, Reporting
Q “I re-ran a client’s second quarter performance report and the numbers have changed. We use the Comparative Performance Review. This has happened before. How could the numbers be different when we re-run a performance report?” A. The short...
by Krisan Marotta | Aug 29, 2014 | KBO, Performance
Q. One of my clients is moving cross country and switching to a manager in her new state. Her new advisor also uses PortfolioCenter. How can I send him the existing PortfolioCenter data for my client’s accounts without sending him my entire...
