Installing PortfolioCenter is fairly straightforward, but what if your client database is not called "PortfolioCenter"? Perhaps you're merging businesses with another manager or you outsource PortfolioCenter and your database is called something … [Read more...]
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 … [Read more...]
Turn off: “The current webpage is trying to open a site in your trusted site list”
Do you see this warning message in Internet Explorer every time you access some of your financial sites? "The current webpage is trying to open a site in your trusted site list" To turn off this notification: Tools Internet … [Read more...]
Understanding the Schwab Interface File Types
Confused about the various files available for the Schwab Interface? There are 3 different types - all of which still work in the Schwab Interface for PortfolioCenter. What is the difference? Core files — are the newest files (available since … [Read more...]
Hosting explained
I'm looking for a new host for my business website. Can you explain the difference between Shared Hosting, VPS Hosting and Dedicated Hosting? While this kind of technical support is outside my PortfolioCenter expertise, here's the way I … [Read more...]
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