by Krisan Marotta | Mar 15, 2012 | KBO, Tech Help
Q. Currently we are currently clearing our data through Pershing and Schwab. We would like to eliminate Pershing, but are afraid we would lose all of our cost basis information. In PortfolioCenter, is it possible to simply delete the Pershing account number and...
by Krisan Marotta | Aug 17, 2011 | KBO, Tech Help
If you post and update PortfolioCenter daily, why do the values in your PortfolioCenter database differ from your broker’s online system? Because there is always a processing delay. Even if you download and update PortfolioCenter daily, your PortfolioCenter...
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 12, 2011 | KBO, Tech Help
When was the last time you re-indexed your PortfolioCenter database? If you answered some time in the last week, you don’t need to read on. Just as arranging your bookshelf alphabetically enables you to locate a specific book more quickly, the Re-index utility...
by Krisan Marotta | Jun 4, 2011 | KBO, Tech Help
Have time to nap while waiting for reports to generate in PortfolioCenter? Here are 5 ways to reduce processing time. 1. Before starting the print job, close every non-essential program to free as much memory as possible. 2. Start the defragmenter when you leave...
