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 … [Read more...]
Tracking lost accounts in PortfolioCenter
[dropcap style="2" size="3"]Q.[/dropcap] I'd like to run a report which shows the number of accounts lost year. If I could include the dollar amount lost that would be even better. Do you know any way to retrieve this information from … [Read more...]
SEC Audit: Tracking dropped clients
The latest SEC audit I helped one of my managers navigate included a request for "names of advisory clients lost, including the reason, termination date and asset value at termination." The challenge was extracting this data from … [Read more...]
