by Krisan Marotta | May 20, 2013 | KBO, Tech Help
Congratulations on choosing PortfolioCenter! You’re probably asking, now what? Here are the articles for managers starting PortfolioCenter from scratch. Starting PortfolioCenter can be intimidating. There’s a lot to learn all at once. Half the battle is...
by Krisan Marotta | Apr 9, 2013 | KBO, Presentation Studio
If you’ve been using PortfolioCenter since the pre-email stone age (like me), you are accustomed to updating the date ranges on the report settings virtually every time you want to run reports. When Schwab Performance Technologies introduced Presentation Studio...
by Krisan Marotta | Jan 2, 2013 | KBO, Performance
Happy New Year from the bottom of the fiscal cliff! As we look ahead to taxmageddon, here are the top ten most-read blog posts on krisan.com for 2012. [table style=”1″] [/table] [heading style=”1″]Thank you for reading![/heading]...
by Krisan Marotta | Jun 18, 2012 | Cost Basis, KBO
If you think the cost basis enhancements in PortfolioCenter 5.5 sound too good to be true, you’re right. Postpone the celebration. By my reading, the announcement promises more than the enhancements deliver. The announcement for enhancements to PortfolioCenter...
by Krisan Marotta | Jan 23, 2012 | KBO, Random Musings
PortfolioCenter is worth the cost, especially considering what it does for you! Maintaining accurate data is invaluable to your practice, your clients and your peace of mind. In addition to the standard license, SPT offers a “Emerging Practice” license for firms with...
