by Krisan Marotta | Aug 23, 2013 | Reporting
Q. How can I password protect a report I send to a client? A. First, a word of caution: some of my managers have been dinged in recent SEC audits for transmitting financial data through email. Long term, consider finding a secure alternative to sending...
by Krisan Marotta | Aug 13, 2013 | Reporting
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 PortfolioCenter® eReports...
