by Krisan Marotta | Aug 10, 2015 | SEC Audits
One manager here in Virginia recently enjoyed a surprise SEC Audit. When the examiner learned she had client user ids and passwords (so that she could access their 401k plans to retrieve statements for manual entry), the examiner had her log on to each account. He...
by Krisan Marotta | Aug 4, 2015 | Tech Help
The slow summer months are a great time to give your PortfolioCenter database a tune-up and review your back up plan. In addition to client information, your PortfolioCenter database contains years of price history, transactions, billing information, and of course...
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...
by Krisan Marotta | Jun 10, 2015 | Tech Help
If you use Windows 7 or Windows 8, you’ve probably seen the “Get Windows 10” tray item which opens a dialog that promotes Windows 10 and determines if you are eligible for a free upgrade when Windows 10 releases July 29. While the free upgrade...
