Blog | Krisan's BackOffice Inc

Bifurcation Handling in PortfolioCenter 5.5

PortfolioCenter 5.5 makes it easier to manage bifurcated average cost positions. What does this mean for your data? You should verify your settings are correct.

Task Scheduler fails to start PortfolioCenter Backup

The scheduled task which backs up PortfolioCenter failed. The back up did not run and the Task Scheduler says “could not start.” What’s wrong?

PortfolioCenter Management Fee Deduction Options

When billing a household group, you have two options for deducting your management fees. When should you choose which option?

External Management Fees in PortfolioCenter

In PortfolioCenter, you need to take some extra steps to provide your clients who pay by check with net of fees performance returns.

Corporate Action Processing in PortfolioCenter

Processing corporate actions in PortfolioCenter is easy once you’ve gathered the right information. Here’s where to find the information you need.

7 Decisions about Billing in PortfolioCenter

Before running your first set of invoices in PortfolioCenter, you need to make seven decisions — in addition to determining your fee schedule.

7 questions to answer before switching brokers

Not all custodians are equal when it comes to getting data into PortfolioCenter. Before you decide to change brokers, ask these 7 questions.

Changing brokers in PortfolioCenter

How can we switch brokers without losing all of our cost basis information in PortfolioCenter?

In PortfolioCenter, what does “change in accrued” mean?

Accrued income is interest that has been earned but has not yet been paid to the shareholder. Many managers choose not to display accrued income on their PortfolioCenter reports, because clients find it confusing.