by Krisan Marotta | Nov 13, 2012 | Reporting
Open PortfolioCenter and in the main window, select the Global Reports tab to go to the Global Reports window OR select the Portfolios tab to switch to the Portfolios page, select an account or group, and click the Reports button in the window that opens. I’ve...
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....
by Krisan Marotta | Jun 8, 2012 | Reporting
Q. I have a question about the Global Composite Return report in PortfolioCenter. When I run the report, sometimes the beginning value for a time period does not equal the ending value for previous time period. For example the 3/31 quarter ending value does not...
by Krisan Marotta | Feb 27, 2012 | Reporting
Q. I’m having trouble understanding the “change in accrued” column on the PortfolioCenter performance reports. Can you help? A. Accrued income is interest that has been earned but has not yet been paid to the shareholder. Currently,...
