by Krisan Marotta | Nov 10, 2016 | Performance
Posting some transactions in your interface may produce an error. Here are some of the most common interface error messages and suggestions for how to handle them. [table] Error Message Likely Cause What to do Above transaction not coded PortfolioCenter does not...
by Krisan Marotta | Nov 30, 2015 | Performance
If you’re losing clients like you’ve never lost before, you may be part of a trend I’ve observed. I’ve seen more client drops among my managers in 2015 than in the last 5 years combined. Even my managers with a near perfect client retention...
by Krisan Marotta | Oct 15, 2015 | Performance
Q. I want to use the PortfolioCenter Transaction Writer and the stock merger/exchange wizard to enter a stock merger. What is the “share exchange ratio” and how do I find it? A. The share exchange ratio is the number of shares the investor receives of the...
by Krisan Marotta | Oct 8, 2015 | Performance
Q. We have a number of portfolios that hold a stock that awarded a dividend of $5.06 per share. The price of the stock at the time was $20.00 per share. On some reports in Schwab PortfolioCenter, it appears these clients have a large loss, when in fact they have an...
by Krisan Marotta | Jul 14, 2015 | Performance
Q. On July 8, 2015, trading on the New York Stock Exchange (NYSE) was temporarily halted for a few hours as the result of “an internal technical issue” that was “not the result of a cyber breach.” Does that affect PortfolioCenter? A. PortfolioCenter only needs to...
by Krisan Marotta | Jul 9, 2015 | Performance
Removing a closed account from a group you use for reports is a bad idea 99% of the time. Granted it can be confusing to see long-dead accounts listed on the end of PortfolioCenter reports, but the benefits far outweigh the negatives. At this point, the only way to...
