by Krisan Marotta | Jul 9, 2013 | Tech Help
PortfolioCenter Hosted While this 7-minute FP Pad video feels like an “infomercial,” it contains some useful information from Brian Shenson, Vice President of Advisor Technology Solutions for Schwab Advisor Services on Schwab’s PortfolioCenter...
by Krisan Marotta | Jul 2, 2013 | Tech Help
Did you lose the ability to download multiple files from TD Ameritrade after upgrading to Internet Explorer 10? This setting change will solve the problem. Open Internet Explorer 10, find the Tools Menu and select Compatibility View Settings In the box below...
by Krisan Marotta | May 28, 2013 | Tech Help
If you need to upgrade your hardware to run PortfolioCenter more efficiently, here’s a collection of articles to help you make a wise choice. 3 Critical Choices 3 choices impact how well your computer runs PortfolioCenter. Disk Speed Slow disk performance has a...
by Krisan Marotta | May 20, 2013 | Tech Help
Congratulations on choosing PortfolioCenter! You’re probably asking, now what? Here are the articles for managers starting PortfolioCenter from scratch. Starting PortfolioCenter can be intimidating. There’s a lot to learn all at once. Half the battle is...
by Krisan Marotta | May 15, 2013 | Tech Help
Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows. With PortfolioCenter Hosted you can move your data to the cloud. “PortfolioCenter Hosted allows advisors access to data online anytime,...
by Krisan Marotta | Mar 12, 2013 | Tech Help
Since PortfolioCenter 5.5 improved the ability to track client account details, you may have seen the above screen and wondered what to do with it. The short answer is: do not post it. What’s Happening You may run into this suggested “update” when...
