by Krisan Marotta | Feb 12, 2016 | Tech Help
Confused about the various files available for the Schwab Interface? There are 3 different types – all of which still work in the Schwab Interface for PortfolioCenter. What is the difference? Core files — are the newest files (available since 5.9) and contain...
by Krisan Marotta | Jan 19, 2016 | Tech Help
Q.I’m looking for a new host for my business website. Can you explain the difference between Shared Hosting, VPS Hosting and Dedicated Hosting? A. While this kind of technical support is outside my PortfolioCenter expertise, here’s the way I understand...
by Krisan Marotta | Oct 26, 2015 | Tech Help
When attempting to login to PortfolioCenter, you may receive the error: “The database you are connecting to does not appear to be a valid PortfolioCenter database.” While the error looks intimidating, it is relatively simple to solve. Essentially, the...
by Krisan Marotta | Aug 4, 2015 | Tech Help
The slow summer months are a great time to give your PortfolioCenter database a tune-up and review your back up plan. In addition to client information, your PortfolioCenter database contains years of price history, transactions, billing information, and of course...
by Krisan Marotta | Jun 10, 2015 | Tech Help
If you use Windows 7 or Windows 8, you’ve probably seen the “Get Windows 10” tray item which opens a dialog that promotes Windows 10 and determines if you are eligible for a free upgrade when Windows 10 releases July 29. While the free upgrade...
by Krisan Marotta | Dec 9, 2014 | Tech Help
When attempting to restore a backup of PortfolioCenter database I received the following (rather intimidating error) pictured above: Restore failed for Server: Exclusive access could not be obtained because the database is in use. Closing and re-opening the...
