How Expenses Affect Returns in PortfolioCenter

How Expenses Affect Returns in PortfolioCenter

PortfolioCenter automatically calculates returns both before and after expenses.  While the portfolio value is always reduced by the amount of  an expense, you control how the reductions impact performance returns. Your choices affect your gross and net performance...
PortfolioCenter management fee allocation options

PortfolioCenter management fee allocation options

Setting up billing in PortfolioCenter requires several “policy” decisions.  If you decide to deduct fees from your clients accounts, you need to decide whether to deduct the total fee for a client household from a single account OR deduct a percentage of...
PortfolioCenter management fee allocation options

7 Decisions about Billing in PortfolioCenter

You can create customized client invoices in PortfolioCenter and calculate your management fee based on a percentage of the portfolio’s market value on a specific date.  Before running your first set of invoices, there are six decisions you must make, in...