by Krisan Marotta | Jul 26, 2011 | KBO, Tech Help
I saw a new PortfolioCenter error message today. After 20 years of using PortfolioCenter, I did not think this was possible. One of my managers called with the following problem. While working in the details of a Group, he received the warning message “Please...
by Krisan Marotta | Jul 24, 2011 | KBO, Random Musings
With so many options to chat, text, talk and communicate, how do you know when to use which method? A very wise businessman gave me the following advice: If you need to convey information — use email. If you need to make a decision — use the phone. If you...
by Krisan Marotta | Jul 22, 2011 | KBO, Reporting
How often should you send performance reports to your clients? The majority of my managers send PortfolioCenter performance reports quarterly. However, new managers are often tempted to use rolling quarters. Sending performance reports to a portion of your client...
by Krisan Marotta | Jul 15, 2011 | KBO, Presentation Studio
For those of you with a license for the Enhanced Reporting module, the Summer 2011 Client Presentation package is out. You must be running the latest version of PortfolioCenter (5.2.400.2) to install this package. You can download the package from the following...
by Krisan Marotta | Jul 12, 2011 | KBO, Tech Help
When was the last time you re-indexed your PortfolioCenter database? If you answered some time in the last week, you don’t need to read on. Just as arranging your bookshelf alphabetically enables you to locate a specific book more quickly, the Re-index utility...
