[dropcap style="2" size="2"]Q.[/dropcap] How can I password protect a report I send to a client? [dropcap style="2" size="2"]A.[/dropcap] First, a word of caution: some of my managers have been dinged in recent SEC audits for transmitting … [Read more...]
The end of PortfolioCenter eReports
In July Schwab Performance Technologies announced the likely end of eReports: We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the … [Read more...]