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 | Dec 1, 2015 | Cost Basis
Since the 2008 legislation for cost basis reporting, many investment managers are considering no longer sending tax reports from PortfolioCenter to their clients. Since managers are NOT required to track cost basis under the new regulations, how do you decide whether...
by Krisan Marotta | Oct 1, 2015 | Reporting
What’s the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you’d like to see on one report. For one family you might have any of the...
by Krisan Marotta | May 5, 2015 | Presentation Studio
Q.I found this example Overview (pictured above) from PortfolioCenter’s Presentation Studio on the Schwab Performance Technologies website. I would like to duplicate it in my data. Can you tell me how? A.Sure! I assume you know the basics of working with...
by Krisan Marotta | Mar 6, 2015 | Reporting
Q. We have some manual accounts that typically get updated later than our downloaded data. We’d like to run all our quarterly reports at once and just note that manual information may not be accurate. Is there a way to do that in PortfolioCenter without...
