by Krisan Marotta | May 10, 2016 | Tech Help
Take advantage of the slower summer months to give your PortfolioCenter database a tune-up. Keeping the details streamlined not only makes your daily tasks more efficient, it reduces the likelihood of hitting speed bumps during the quarter-end rush. Here’s a...
by Krisan Marotta | Nov 30, 2015 | Performance
If you’re losing clients like you’ve never lost before, you may be part of a trend I’ve observed. I’ve seen more client drops among my managers in 2015 than in the last 5 years combined. Even my managers with a near perfect client retention...
by Krisan Marotta | Oct 8, 2015 | Performance
Q. We have a number of portfolios that hold a stock that awarded a dividend of $5.06 per share. The price of the stock at the time was $20.00 per share. On some reports in Schwab PortfolioCenter, it appears these clients have a large loss, when in fact they have an...
by Krisan Marotta | Jun 4, 2015 | Performance
Internal Rate of Return (IRR) is the single rate of return at which the beginning market value plus additions grows to equal the ending market value minus withdrawals. In my opinion IRR is most useful as a measurement of an individual holding. If you want to know...
by Krisan Marotta | Nov 20, 2014 | Reporting
Need help understanding the PortfolioCenter Performance Reports? Here are answers to some of the most common questions. Explain my Performance Report Explain the Report Columns Contributions & Withdrawals What should I send clients? Which report format Should I...
