8 Step PortfolioCenter Tune-up

8 Step PortfolioCenter Tune-up

Take advantage of the slower summer months to give your PortfolioCenter database a tune-up. Keeping the details streamlined not only makes your daily tasks more efficient, it reduces the likelihood of hitting speed bumps during the quarter-end rush.  Here’s a...
Using Groups and Sets in PortfolioCenter

Using Groups and Sets in PortfolioCenter

What’s the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you’d like to see on one report.  For one family you might have any of the...