Using Groups and Sets in PortfolioCenter

Using Groups and Sets in PortfolioCenter

What’s the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you’d like to see on one report.  For one family you might have any of the...
PortfolioCenter Data Management Tools

PortfolioCenter Data Management Tools

The friendly folks at Schwab PortfolioCenter keep adding great tools to the PortfolioCenter data management arsenal.  Organizing, updating and revising data has become much easier and error-proof since the Centerpiece days! If you’ve been too busy to explore the...