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 | Feb 12, 2013 | Reporting
Q. 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 PortfolioCenter? A. If you practice good housekeeping in...
by Krisan Marotta | Aug 7, 2012 | SEC Audits
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 PortfolioCenter. Names...
