by Krisan Marotta | Sep 26, 2014 | Performance
PortfolioCenter automatically calculates returns both before and after expenses. While the portfolio value is always reduced by the amount of an expense, you control how the reductions impact performance returns. Your choices affect your gross and net performance...
by Krisan Marotta | Oct 9, 2012 | Billing
Setting up billing in PortfolioCenter requires several “policy” decisions. If you decide to deduct fees from your clients accounts, you need to decide whether to deduct the total fee for a client household from a single account OR deduct a percentage of...
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...
