by Krisan Marotta | Mar 26, 2012 | Billing
You can create customized client invoices in PortfolioCenter and calculate your management fee based on a percentage of the portfolio’s market value on a specific date. Before running your first set of invoices, there are six decisions you must make, in...
by Krisan Marotta | Jul 22, 2011 | Reporting
How often should you send performance reports to your clients? The majority of my managers send PortfolioCenter performance reports quarterly. However, new managers are often tempted to use rolling quarters. Sending performance reports to a portion of your client...
by Krisan Marotta | Jun 30, 2011 | Billing
The PortfolioCenter Billing Summary report is not a reliable tool to verify the accuracy of your client invoices. Review the actual invoices instead. First, format your invoices so they contain enough information to clearly explain how fees are calculated. (Your...
