Articles
SEC Audit: the ‘Santa complaint’
Over my 20 years of working with PortfolioCenter I’ve been through hundreds of federal and state audits. Guess where they find fault!
How to split the cost basis of an account in PortfolioCenter
How do you split the cost basis of an account in half in PortfolioCenter? This process below produced the best solution.
PortfolioCenter Error message: “Please enter a valid date.”
Here’s a PortfolioCenter error message I’ve never seen before: the warning message “Please enter a valid date” while editing a Group.
When to use email? When to use the phone?
With so many options to chat, text, and talk, how do you know when to use which method? Here’s the best advice I received.
How often should I send performance reports?
New managers may be tempted to use rolling quarters. Resist. Rolling quarters brings in the same number of dollars for 3 times the work.
PortfolioCenter Summer 2011 Presentations Package
The PortfolioCenter Summer 2011 Client Presentation package is available for downloading on the Schwab Performance Technologies website.
When to reindex your PortfolioCenter database
When was the last time you re-indexed your PortfolioCenter database(s)? Here are some tips on why re-indexing is necessary and when to do it.
Don’t use PortfolioCenter Billing Summary to verify invoices
The PortfolioCenter Billing Summary report is not a reliable tool to verify the accuracy of your client invoices. Review the actual invoices instead. Here’s why.
Make a Kiva loan, change a life
Kiva.org allows you to lend as little as $25 to low-income entrepreneurs across the globe to help them lift themselves out of poverty.
Understanding the 5 Matching Methods in PortfolioCenter
The matching method you select for closing transactions greatly influences cost basis and your clients’ taxes. Make sure you understand the 5 options available in PortfolioCenter.
Outsourcing PortfolioCenter lets you focus on growth
“Focus on where you bring the most value, and delegate the rest. Find the area of your genius and do more of that.”
5 Ways to Speed Up PortfolioCenter Performance
Have time to nap while waiting for PortfolioCenter to generate reports? Here are 5 ways to reduce processing time.
Get Started