by Krisan Marotta | Jul 30, 2011 | KBO, SEC Audits
You never know what an SEC Auditor will find to complain about. In my 20 years of working with PortfolioCenter, I’ve been through hundreds of federal and state audits with my managers. The good news: all my managers have passed their audits with flying colors. ...
by Krisan Marotta | Jul 28, 2011 | Cost Basis, KBO
Mr. & Mrs. Happyclient had a joint account. Unfortunately Mr. Happyclient passed away unexpectedly. In settling the estate, the “tax gods” decreed that half of every asset in the joint account and its cost basis should be transferred to a new taxable...
by Krisan Marotta | Jul 26, 2011 | KBO, Tech Help
I saw a new PortfolioCenter error message today. After 20 years of using PortfolioCenter, I did not think this was possible. One of my managers called with the following problem. While working in the details of a Group, he received the warning message “Please...
by Krisan Marotta | Jul 24, 2011 | KBO, Random Musings
With so many options to chat, text, talk and communicate, how do you know when to use which method? A very wise businessman gave me the following advice: If you need to convey information — use email. If you need to make a decision — use the phone. If you...
by Krisan Marotta | Jul 22, 2011 | KBO, Reporting
How often should you send performance reports to your clients? The majority of my managers send PortfolioCenter performance reports quarterly. However, new managers are often tempted to use rolling quarters. Sending performance reports to a portion of your client...
by Krisan Marotta | Jul 15, 2011 | KBO, Presentation Studio
For those of you with a license for the Enhanced Reporting module, the Summer 2011 Client Presentation package is out. You must be running the latest version of PortfolioCenter (5.2.400.2) to install this package. You can download the package from the following...
