by Krisan Marotta | Jul 16, 2013 | Reporting
Have you explored the Securities Data Manager in PortfolioCenter yet? I’ve been begging for this feature since the “Centerpiece” days and it’s finally here! When I expressed my appreciation for the new tool, one of my managers responded,...
by Krisan Marotta | Apr 2, 2013 | Presentation Studio, Reporting
Want to make your PortfolioCenter reports more eye-catching? Here are 7 painless, easy steps everyone can take to improve the appearance of their quarterly client reports: 1. Go visual It’s a Facebook/Pinterest world out there now. Everything is visual...
by Krisan Marotta | Feb 26, 2013 | Reporting
Q.We have some accounts or specific positions we would like to exclude from performance and/or billing for some clients. Can we make these exclusions on a client by client basis? Or should we have a consistent firm-wide policy? For example, some clients have...
by Krisan Marotta | Feb 12, 2013 | Reporting
Q. I’d like to run a report which shows the number of accounts lost year. If I could include the dollar amount lost that would be even better. Do you know any way to retrieve this information from PortfolioCenter? A. If you practice good housekeeping in...
by Krisan Marotta | Jan 15, 2013 | Presentation Studio, Reporting
“Disclaimers” are footers printed on the last page of the reports you send to clients. Typically, they contain your “fine print” or “legalese,” but they are limited only by your needs and tolerance for paper – and which...
by Krisan Marotta | Dec 18, 2012 | Reporting
Producing the PortfolioCenter performance reports requires correct data entry and a series of calculations based on that data. Here’s a brief overview of the basic math. Beginning (BV) = The total market value of the portfolio at the beginning of the reporting...
