by Krisan Marotta | Feb 12, 2014 | KBO, Presentation Studio
Confused about how to size your logo for use on Presentation Studio reports in PortfolioCenter? Here are the basics. Presentation Studio lets you add two images to reports: A Company Logo which appears on every page in the report set. The size allowed for the logo...
by Krisan Marotta | Feb 4, 2014 | KBO, Reporting, SEC Audits
Suppose an SEC Auditor is asking for a transaction export and you see the error “Export Failed!” when attempting to export the ledger from the PortfolioCenter Export Wizard. Opening the log the log will likely reveal something like this: Retrieving...
by Krisan Marotta | Jan 30, 2014 | KBO, SEC Audits
When the SEC Auditor knocks on your door, one item he will request is a spreadsheet containing a trade blotter for the time period under review. The easiest way to retrieve this information is using the Export Wizard. The example above requests different trade...
by Krisan Marotta | Jan 20, 2014 | KBO, SEC Audits
The Securities and Exchange Commission announced it intends to visit all advisors who have never been examined before 2015 ends. The SEC prefers their visits to be a “surprise”, so they typically give you only a 1-2 days to collect your documents. One of...
by Krisan Marotta | Jan 16, 2014 | KBO, SEC Audits
The Securities and Exchange Commission announced it intends to visit all advisors who have never been examined before 2015 ends. Now might be a good time to get your records in order. In my 20+ years of working with PortfolioCenter, I have assisted my managers in many...
by Krisan Marotta | Jan 13, 2014 | KBO, Reporting
Wondering which reports allow the use of indices and targets? As a rule of thumb, you can display an index and/or a target on any report in PortfolioCenter that includes a Time-Weighted Return calculation — which is most of the performance reports. ...
