by Krisan Marotta | Dec 17, 2013 | Reporting
Deciding which PortfolioCenter reports to send to clients does not seem to be a settled question, especially as Schwab Performance Technologies regularly adds options with the Presentation Studio reports. While choosing which PortfolioCenter reports to send is highly...
by Krisan Marotta | Oct 22, 2013 | Reporting
Q.Help! I’m trying to print the PortfolioCenter Comparative Portfolio Performance report and the legend is missing. Where did it go and how do I get it back? A.The legend on the line graph (Comparative Portfolio Performance under the traditional Performance...
by Krisan Marotta | Oct 8, 2013 | Reporting
Q.From PortfolioCenter, how can I run a report based on a holding? I’d like to be able to see which clients have that holding and what percent of their account(s) it represents. Then, I’d like to be able to export it into excel in order to edit and create trade...
by Krisan Marotta | Aug 29, 2013 | Reporting
Q.How do I adjust the columns on a PortfolioCenter report? The total number is ‘********’ instead of the number. A.PortfolioCenter replaces the numbers with ****** when the width of the column is too small for the font or the size of the number. To...
by Krisan Marotta | Aug 23, 2013 | Reporting
Q. How can I password protect a report I send to a client? A. First, a word of caution: some of my managers have been dinged in recent SEC audits for transmitting financial data through email. Long term, consider finding a secure alternative to sending...
by Krisan Marotta | Aug 13, 2013 | Reporting
In July Schwab Performance Technologies announced the likely end of eReports: We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the PortfolioCenter® eReports...
