by Krisan Marotta | May 29, 2012 | Cost Basis, KBO
PortfolioCenter 5.5 makes it easier to manage bifurcated average cost positions. On the Matching Method tab of the portfolio details, you’ll find a new Bifurcation Handling check box. By default, this box is checked and set to bifurcate lots acquired before...
by Krisan Marotta | May 15, 2012 | KBO, Tech Help
Q. I’m using the Task Scheduler to run a PortfolioCenter backup very week. Most of the time it works fine, but about every three months, the backup does not run and when I check the Task Scheduler says “could not start.” Do you have any idea...
by Krisan Marotta | Apr 26, 2012 | Billing, KBO
When billing a household group, you have two options for deducting your management fees. 1) Deduct the entire fee from one account in the group. For example, suppose Marvel Financial Planning client Carol Danvers has a taxable account, a variety of Roths, and an UGMA...
by Krisan Marotta | Apr 10, 2012 | Billing, KBO
Most of your clients probably prefer to have your management fees deducted from their accounts, but some clients may want to send you a check instead. If your management fee is paid outside of the client’s brokerage accounts, it will not be downloaded through...
by Krisan Marotta | Apr 5, 2012 | KBO, Performance
Since 2008 legislation increased the importance of synchronizing cost basis in PortfolioCenter with cost basis at your broker, corporate actions (stock splits, mergers, spin offs, etc.) have gotten more attention. Here’s how to handle processing corporate...
by Krisan Marotta | Mar 26, 2012 | Billing, KBO
You can create customized client invoices in PortfolioCenter and calculate your management fee based on a percentage of the portfolio’s market value on a specific date. Before running your first set of invoices, there are six decisions you must make, in...
