Articles
How to create a larger mountain chart in PortfolioCenter Presentation Studio
PortfolioCenter 5.8 brought us the ability to create custom Presentation Studio reports. Need some of ideas on how to use this great new feature?
What is PortfolioCenter Hosted?
PortfolioCenter Hosted moves your data to a cloud, but you still need someone to accurately handle and process the it.
10 great websites for advisors plus 5 best PortfolioCenter sites
Too much information, too little time? Here’s 10 websites worth following.
3 Manual Entry Options with PortfolioCenter
If you really can’t get the information into PortfolioCenter through any electronic method, you have 3 options for manual entry.
Handling manual entry in PortfolioCenter
How do you handle manual entry into PortfolioCenter? The most innovative and cost effective solution for data aggregation I’ve encountered is passPort by Arcons Technology.
Missing legend on PortfolioCenter Comparative Portfolio Performance
Help! I’m trying to print the PortfolioCenter Comparative Portfolio Performance report and the legend is missing. How do I get it back?
Export holdings from PortfolioCenter to Excel
From PortfolioCenter, how can I run a report based on a holding? I’d like to be able to see which clients have that holding and what percent of their account(s) it represents. Plus it to excel. Here’s how.
Schwab Interface Settings: Transfer Parameters
Confused about what settings to choose in the Schwab Interface transfer parameters? Here is what I recommend.
Schwab Interface Settings
Confused about what settings to choose in the Schwab Interface? I recommend you check all except one. Here’s why.
Windows XP Users: Time to upgrade
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.
Have you turned on the Original Issue Discount (OID) section of the 1099?
Schwab Advisors: Have you requested that Schwab turn on the Original Issue Discount (OID) section of the 1099? It will be mandatory in 2014.
10 easy steps to protect client data
In the wake of recent security and privacy scandals, many managers are asking what else they could be doing to protect client data. While I am no expert, here are are few ideas to help you better protect client data.
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