Dividing a database

Dividing a database

Eventually your PortfolioCenter database will grow too large. It’s a data graveyard: Data goes in but never comes out. At some point you may want to create a database to archive dropped clients and keep it separate from your production database. Here’s how...

When NET framework breaks PortfolioCenter

Have you seen this error (or one like it) when using PortfolioCenter? I got this error when trying to use the Trade Lot Reconciliation Tool after Windows upgraded itself. Not only would the Trade Lot Reconciliation Tool fail, PortfolioCenter would crash instead of...
How to install PortfolioCenter

How to install PortfolioCenter

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...
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...