by Krisan Marotta | Jun 10, 2015 | KBO, Tech Help
If you use Windows 7 or Windows 8, you’ve probably seen the “Get Windows 10” tray item which opens a dialog that promotes Windows 10 and determines if you are eligible for a free upgrade when Windows 10 releases July 29. While the free upgrade...
by Krisan Marotta | May 15, 2013 | KBO, Tech Help
Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows. With PortfolioCenter Hosted you can move your data to the cloud. “PortfolioCenter Hosted allows advisors access to data online anytime,...
by Krisan Marotta | Jun 1, 2012 | KBO, Reporting, Tech Help
I upgraded to PortfolioCenter 5.5 and found a bug on my second day using it. I’m slipping. I found a bug on my first day using 5.4. Fortunately, this problem is easy to workaround until there is a...
