by Krisan Marotta | Oct 26, 2015 | Tech Help
When attempting to login to PortfolioCenter, you may receive the error: “The database you are connecting to does not appear to be a valid PortfolioCenter database.” While the error looks intimidating, it is relatively simple to solve. Essentially, the...
by Krisan Marotta | Jan 29, 2015 | Reporting
One of the most frequent sources of confusion about PortfolioCenter data stems from expecting various numbers on different reports to match. PortfolioCenter reports are intended to measure different factors. By definition and design, they will produce different...
by Krisan Marotta | Nov 7, 2014 | Reporting
The ending values on a Performance report and a Portfolio Holdings report for the same client don’t match. Now what? 1) Check the obvious. Are you running the reports on the same ending date? Are you using the same portfolio or group? Are you running on the...
by Krisan Marotta | May 12, 2014 | SEC Audits
The Securities and Exchange Commission intends to visit all advisors who have never been examined before 2015 ends. In addition to the list of documents you should collect, here are 5 ways to streamline your PortfolioCenter data so you’ll be ready. 1. Properly...
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...
