How often should I send performance reports?

How often should I send performance reports?

How often should you send performance reports to your clients?   The majority of my managers send PortfolioCenter performance reports quarterly. However, new managers are often tempted to use rolling quarters.  Sending performance reports to a portion of your client...
When to reindex your PortfolioCenter database

When to reindex your PortfolioCenter database

When was the last time you re-indexed your PortfolioCenter database?  If you answered some time in the last week, you don’t need to read on. Just as arranging your bookshelf alphabetically enables you to locate a specific book more quickly, the Re-index utility...