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 … [Read more...]
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 … [Read more...]
PortfolioCenter Smart Sets based on performance
[dropcap style="2" size="3"]Q.[/dropcap] Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set … [Read more...]
PortfolioCenter 5.5: Check your Group Master Account
PortfolioCenter 5.5 improved the ability to track client account details - a seemingly small but largely time-saving enhancement. To take full advantage of it, make sure your group master … [Read more...]
