Understanding Billing in PortfolioCenter

Understanding Billing in PortfolioCenter

It’s so easy to set up billing in PortfolioCenter, you might be tempted to skip learning how and why it works.  Yet, that understanding is crucial to ensuring that PortfolioCenter is calculating fees the way you intend it to bill.  Here’s everything you...
How Expenses Affect Returns in PortfolioCenter

How Expenses Affect Returns in PortfolioCenter

PortfolioCenter automatically calculates returns both before and after expenses.  While the portfolio value is always reduced by the amount of  an expense, you control how the reductions impact performance returns. Your choices affect your gross and net performance...