by Krisan Marotta | Aug 13, 2013 | Reporting
In July Schwab Performance Technologies announced the likely end of eReports: We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the PortfolioCenter® eReports...
by Krisan Marotta | Jun 25, 2013 | Presentation Studio
“Unhandled exception has occurred in your application. If you click Continue, the application will ignore this error and attempt to continue. If you click Quit, the application will close immediately.” I received the above — rather intimidating...
by Krisan Marotta | Apr 2, 2013 | Presentation Studio, Reporting
Want to make your PortfolioCenter reports more eye-catching? Here are 7 painless, easy steps everyone can take to improve the appearance of their quarterly client reports: 1. Go visual It’s a Facebook/Pinterest world out there now. Everything is visual...
by Krisan Marotta | Jan 15, 2013 | Presentation Studio, Reporting
“Disclaimers” are footers printed on the last page of the reports you send to clients. Typically, they contain your “fine print” or “legalese,” but they are limited only by your needs and tolerance for paper – and which...
by Krisan Marotta | Dec 11, 2012 | Reporting
Each PortfolioCenter performance report offers a bewildering variety of format options which determine the level of detail shown on the report. These detail formats are available on both the “analytical” reports (the original Performance reports in...
