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Average Value Billing in PortfolioCenter

Average Value Billing in PortfolioCenter

PortfolioCenter 5.7 (expected Spring 2013) will contain a third way to calculate management fees: average value billing — but only if you use the billing statement found in Presentation Studio which requires a license. Should you switch?

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Excluding positions in PortfolioCenter

Excluding positions in PortfolioCenter

We would like to exclude some accounts from performance and/or billing for some clients. Can we make these exclusions on a client by client basis? Or should we have a consistent firm-wide policy?

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