Articles
Adjust PortfolioCenter for Hurricane Sandy market closures
For the first time since1888, the US stock markets closed for two consecutive days due to weather — and PortfolioCenter may need adjusting.
Keep your PortfolioCenter database lean
Has the size of your PortfolioCenter database exploded while response time has slowed to a crawl? Try removing the Cost Basis reconciliation files.
Handling a stock split in PortfolioCenter
Typically you can post split transactions that come through your broker’s downloads “as is.” But sometimes they require manual intervention. Here’s what to check.
PortfolioCenter management fee allocation options
No one likes paying fees. But knowing there are tax-efficient ways to pay investment management fees may help ease your clients’ pain.
Renaming PortfolioCenter reports quickly
Need a quick method for renaming reports generated by PortfolioCenter so you can successfully upload them to your website? Not a programmer? Here’s how.
A Small loan makes a Big difference
Kiva lenders combat poverty daily by making small loans to borrowers around the world. Kiva is fun, easy and rewarding!
Cost Basis fails to reconcile after a transfer
3 questions to ask if cost basis in PortfolioCenter fails to reconcile with your broker after a transfer
Money transfers in PortfolioCenter
“My broker downloads money transactions to cash and then sweeps the total dollar amount into the money market fund. Should I post these transfers?”
Should I buy a new computer or upgrade?
If you have a computer running Windows Vista/7, upgrading may be a better option than purchasing a new computer. Here’s how to decide.
SEC Audit: Getting data out of PortfolioCenter
SEC auditors usually require volumes of information. One of my managers received a 13-page request for a “limited scope examination.” Here’s how PortfolioCenter can help.
Buying a computer to run PortfolioCenter 5: Putting it all together
When you shop for a computer, your choices will affect how well PortfolioCenter will run. Here are some tips to take to the store,
SEC Audit: Tracking dropped clients
An SEC auditor requested “names of advisory clients lost and asset value at termination.” Can you get this data from PortfolioCenter?
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