by Krisan Marotta | Jul 20, 2023 | Tech Help
Eventually your PortfolioCenter database will grow too large. It’s a data graveyard: Data goes in but never comes out. At some point you may want to create a database to archive dropped clients and keep it separate from your production database. Here’s how...
by Krisan Marotta | Jul 22, 2020 | Tech Help
Have you seen this error (or one like it) when using PortfolioCenter? I got this error when trying to use the Trade Lot Reconciliation Tool after Windows upgraded itself. Not only would the Trade Lot Reconciliation Tool fail, PortfolioCenter would crash instead of...
by Krisan Marotta | Oct 3, 2019 | Tech Help
Have you seen this error when running a batch job in PortfolioCenter? It sometimes happens when batch printing Presentation Studio reports. Here’s how to solve it. Restart your computer and then run the job again. This often solves the problem.If that fails, try...
by Krisan Marotta | Jun 23, 2016 | Tech Help
Installing PortfolioCenter is fairly straightforward, but what if your client database is not called “PortfolioCenter”? Perhaps you’re merging businesses with another manager or you outsource PortfolioCenter and your database is called something...
by Krisan Marotta | May 10, 2016 | Tech Help
Take advantage of the slower summer months to give your PortfolioCenter database a tune-up. Keeping the details streamlined not only makes your daily tasks more efficient, it reduces the likelihood of hitting speed bumps during the quarter-end rush. Here’s a...
by Krisan Marotta | Mar 24, 2016 | Tech Help
Do you see this warning message in Internet Explorer every time you access some of your financial sites? “The current webpage is trying to open a site in your trusted site list” To turn off this notification: Tools Internet Options Security Trusted Sites...
