The scheduled task which backs up PortfolioCenter failed. The back up did not run and the Task Scheduler says “could not start.” What’s wrong?
PortfolioCenter Management Fee Options
When billing a household group, you have two options for deducting your management fees. When should you choose which option?
How do I find the stock merger ratio?
You need the share exchange ratio to process a stock merger in the PortfolioCenter transaction writer. But how do you find it?
External Management Fees in PortfolioCenter
In PortfolioCenter, you need to take some extra steps to provide your clients who pay by check with net of fees performance returns.
Corporate Action Processing in PortfolioCenter
Processing corporate actions in PortfolioCenter is easy once you’ve gathered the right information. Here’s where to find the information you need.
7 Decisions about Billing in PortfolioCenter
Before running your first set of invoices in PortfolioCenter, you need to make seven decisions — in addition to determining your fee schedule.
7 questions to answer before switching brokers
Not all custodians are equal when it comes to getting data into PortfolioCenter. Before you decide to change brokers, ask these 7 questions.
Changing brokers in PortfolioCenter
How can we switch brokers without losing all of our cost basis information in PortfolioCenter?
In PortfolioCenter, what does “change in accrued” mean?
Accrued income is interest that has been earned but has not yet been paid to the shareholder. Many managers choose not to display accrued income on their PortfolioCenter reports, because clients find it confusing.
7 reasons PortfolioCenter cost basis differs from the broker’s
Th new cost basis reconciliation tools in PortfolioCenter reveal the difficulty of keeping the two systems in sync. Here are 7 common reasons why.
