by Krisan Marotta | Mar 17, 2014 | Tech Help
[youtube_advanced url=”https://www.youtube.com/watch?v=VuqZ8AqmLPY” width=”580″ rel=”no”] You’re installing PortfolioCenter. You double-click on Setup file, and then you see the warning message: “User Access Control: Do...
by Krisan Marotta | Sep 19, 2013 | Tech Help
PortfolioCenter 5.6 is the last version that supports any edition of Windows XP. If you’ve been dragging your feet, now is the time to upgrade. PortfolioCenter 5.8 is coming soon. If you skipped 5.7, you probably don’t want to skip the next release. ...
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...
by Krisan Marotta | Jul 2, 2013 | Tech Help
Did you lose the ability to download multiple files from TD Ameritrade after upgrading to Internet Explorer 10? This setting change will solve the problem. Open Internet Explorer 10, find the Tools Menu and select Compatibility View Settings In the box below...
by Krisan Marotta | May 28, 2013 | Tech Help
If you need to upgrade your hardware to run PortfolioCenter more efficiently, here’s a collection of articles to help you make a wise choice. 3 Critical Choices 3 choices impact how well your computer runs PortfolioCenter. Disk Speed Slow disk performance has a...
