Articles
Time Warner Cable merger with Charter Communication Inc
On May 18, 2016, Charter Communications, Inc. (CHTR) merged with Time Warner Cable Inc (TWR). If you have clients that held CHTR prior to the merger you need to handle this stock split a little differently.
8 Step PortfolioCenter Tune-up
Use the slower summer months to tune your PortfolioCenter database. These quick steps improve the appearance of your reports and the speed your daily tasks.
How do I find a stock’s date of death value?
When a client passes away, most likely you’ll be asked for the valuation of the estate on the date of death. Can you retrieve this information from PortfolioCenter?
Turn off: “The current webpage is trying to open a site in your trusted site list”
Do you see this warning message in Internet Explorer every time you access some of your financial sites? Here’s how to turn it off.
SEC Audit: Producing a Portfolio List
When the SEC Auditor knocks on your door, one item she will request is a spreadsheet containing basic information about your clients. The easiest way to retrieve this information is using the Export Wizard.
Understanding the Schwab Interface File Types
Confused about the various files available for the Schwab Interface? Here are the differences between the 3 types of files.
Cost basis adjusted, now what?
Broker says: “Cost Basis Adjusted. No Action Required.” But the cost basis in PortfolioCenter no longer reconciles with the broker. Now what?
Ace acquisition of Chubb
On January 19, 2015 ACE Limited (ACE) completed its acquisition Chubb Corporation (CB). Investors received 0.6019 of ACE common shares and $62.93 in cash per share of Chubb. The wrinkle in the entering this transaction in PortCenter is that ACE adopted the Chubb name...
Hosting explained
Q. I’m looking for a new host for my business website. Can you explain the difference between Shared Hosting, VPS Hosting and Dedicated Hosting?
Should I send realized gain/loss reports from PortfolioCenter?
Since managers are NOT required to track cost basis under the new regulations, how do you decide whether to send Realized gain/loss reports from PortfolioCenter?
Help! I’m losing clients. Is that normal?
If you're losing clients like you've never lost before, you may be part of a trend I've observed. I've seen more client drops among my managers in 2015 than in the last 5 years combined. Even my managers with a near perfect client retention rate have lost clients....
Failed to login to PortfolioCenter
You may receive the error: “The database you are connecting to does not appear to be a valid PortfolioCenter database.” While the error looks intimidating, it is relatively simple to solve.
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