by Krisan Marotta | Oct 1, 2015 | Reporting
What’s the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you’d like to see on one report. For one family you might have any of the...
by Krisan Marotta | Jan 22, 2013 | Performance
The friendly folks at Schwab PortfolioCenter keep adding great tools to the PortfolioCenter data management arsenal. Organizing, updating and revising data has become much easier and error-proof since the Centerpiece days! If you’ve been too busy to explore the...
by Krisan Marotta | Dec 4, 2012 | Performance, Reporting
Q. Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set based on gross individual portfolio performance for a...
by Krisan Marotta | Jun 22, 2012 | Tech Help
PortfolioCenter 5.5 improved the ability to track client account details – a seemingly small but largely time-saving enhancement. To take full advantage of it, make sure your group master account is set properly....
