Average Value Billing in PortfolioCenter

Average Value Billing in PortfolioCenter

Currently PortfolioCenter offers two options for calculating management fees: billing on the entire value on the first day of the billing cycle or the entire value on the last day of the billing cycle. When PortfolioCenter 5.7 is released (expected Spring 2013), you...
PortfolioCenter management fee allocation options

PortfolioCenter management fee allocation options

Setting up billing in PortfolioCenter requires several “policy” decisions.  If you decide to deduct fees from your clients accounts, you need to decide whether to deduct the total fee for a client household from a single account OR deduct a percentage of...