by Krisan Marotta | Jul 13, 2012 | KBO, Tech Help
The next version of PortfolioCenter – expected Fall 2012 – will require Windows Vista, 7, or Server 2008. If you need to upgrade your hardware to continue running PortfolioCenter, make sure you understand 3 critical specifications before going shopping:...
by Krisan Marotta | Jun 29, 2012 | KBO, Tech Help
While PortfolioCenter 5.5 improved handling of the account details, new accounts from Schwab no longer contain a Social Security number (Tax ID) in PortfolioCenter account details. This change is not a bug; it is a planned security upgrade. While I understand the need...
by Krisan Marotta | Jun 22, 2012 | KBO, Tech Help
PortfolioCenter 5.5 improved the ability to track client account details – a seemingly small but largely time-saving enhancement. To take full advantage of it, make sure your group master account is set properly....
by Krisan Marotta | Jun 1, 2012 | KBO, Reporting, Tech Help
I upgraded to PortfolioCenter 5.5 and found a bug on my second day using it. I’m slipping. I found a bug on my first day using 5.4. Fortunately, this problem is easy to workaround until there is a...
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 | Mar 19, 2012 | KBO, Tech Help
Not all custodians are equal when it comes to getting data into PortfolioCenter. In my experience, Charles Schwab & Co is light-years ahead of the competition when it comes to the accuracy and completeness of data downloads and the quality of technical support....
