Articles
Need a New Computer to run PortfolioCenter?
If you need to upgrade your hardware to run PortfolioCenter more efficiently, here’s a collection of articles to help you make a wise choice.
Getting started with PortfolioCenter
Starting PortfolioCenter from scratch can be intimidating. Here are the articles for managers starting PortfolioCenter from scratch.
PortfolioCenter Hosted is here
Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows.
In PortfolioCenter when should I use a credit versus a receipt?
When should you use a credit versus a receipt and/or a debit verses a transfer? Both transaction types move securities in and out of accounts.
Dynamic Date Ranges in PortfolioCenter
Confused about the Dynamic Date Ranges in PortfolioCenter Presentation reports. Here’s the rundown.
7 ways to make your PortfolioCenter reports more eye catching
Want to make your PortfolioCenter reports more eye-catching? Here are 7 steps everyone can take.
External fee payments in PortfolioCenter Presentation Studio
How can you use the billing statement in Presentation Studio if you still have a few clients who pay by check?
Average Value Billing in PortfolioCenter
PortfolioCenter 5.7 (expected Spring 2013) will contain a third way to calculate management fees: average value billing — but only if you use the billing statement found in Presentation Studio which requires a license. Should you switch?
Schwab PortfolioCenter Cash update error
Since PortfolioCenter 5.5 improved the ability to track client account details, you may be asked to continually update the cash account. Don’t.
Excluding positions in PortfolioCenter
We would like to exclude some accounts from performance and/or billing for some clients. Can we make these exclusions on a client by client basis? Or should we have a consistent firm-wide policy?
SEC Audit: Client Count by State
During an SEC audit you may be asked to provide the number of clients you have in each State. Here’s how to retrieve that data from PortfolioCenter.
Tracking lost accounts in PortfolioCenter
How do I run a report in PortfolioCenter which shows the number of accounts lost this year and their account value?
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