by Krisan Marotta | May 20, 2013 | KBO, Tech Help
Congratulations on choosing PortfolioCenter! You’re probably asking, now what? Here are the articles for managers starting PortfolioCenter from scratch. Starting PortfolioCenter can be intimidating. There’s a lot to learn all at once. Half the battle is...
by Krisan Marotta | May 15, 2013 | KBO, Tech Help
Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows. With PortfolioCenter Hosted you can move your data to the cloud. “PortfolioCenter Hosted allows advisors access to data online anytime,...
by Krisan Marotta | May 2, 2013 | KBO, Performance
Both the Receipt/Transfer and Credit/Debit transactions move securities into and out of an account. Why do you need both and when should you use a credit versus a receipt and/or a debit verses a transfer? The key is understanding how the two transaction types affect...
by Krisan Marotta | Apr 9, 2013 | KBO, Presentation Studio
If you’ve been using PortfolioCenter since the pre-email stone age (like me), you are accustomed to updating the date ranges on the report settings virtually every time you want to run reports. When Schwab Performance Technologies introduced Presentation Studio...
by Krisan Marotta | Apr 2, 2013 | KBO, Presentation Studio, Reporting
Want to make your PortfolioCenter reports more eye-catching? Here are 7 painless, easy steps everyone can take to improve the appearance of their quarterly client reports: 1. Go visual It’s a Facebook/Pinterest world out there now. Everything is visual...
