The slow summer months are a great time to give your PortfolioCenter database a tune-up and review your back up plan. In addition to client information, your PortfolioCenter database contains years of price history, transactions, billing … [Read more...]
Should I upgrade to Windows 10?
If you use Windows 7 or Windows 8, you've probably seen the "Get Windows 10" tray item which opens a dialog that promotes Windows 10 and determines if you are eligible for a free upgrade when Windows 10 releases July 29. While the free … [Read more...]
Schwab Interface Settings: Transfer Parameters
Confused about what settings to choose in the Schwab Interface Transfer parameters? Here is what I recommend. Method for Posting Canceled Trades: Choose "Mark Trade as Cancelled" This setting determines how corrections are handled. The options … [Read more...]
Schwab Interface Settings
Confused about what settings to choose in the Schwab Interface? Schwab Performance Technologies recommends unchecking the two market value settings and checking the rest. I recommend you check them all but one of them. Here's why. Use current … [Read more...]
Windows XP Users: Time to upgrade
PortfolioCenter 5.6 is the last version that supports any edition of Windows XP. If you've been dragging your feet, now is the time to upgrade. PortfolioCenter 5.8 is coming soon. If you skipped 5.7, you probably don't want to skip the next … [Read more...]
