by Krisan Marotta | Feb 19, 2014 | Performance
The Performance Inception date is the date from which PortfolioCenter begins measuring performance for a particular account. If you want accurate performance returns, this date must be correct. Fortunately, you can let PortfolioCenter set this date automatically....
by Krisan Marotta | Feb 12, 2014 | Presentation Studio
Confused about how to size your logo for use on Presentation Studio reports in PortfolioCenter? Here are the basics. Presentation Studio lets you add two images to reports: A Company Logo which appears on every page in the report set. The size allowed for the logo...
by Krisan Marotta | Dec 17, 2013 | Reporting
Deciding which PortfolioCenter reports to send to clients does not seem to be a settled question, especially as Schwab Performance Technologies regularly adds options with the Presentation Studio reports. While choosing which PortfolioCenter reports to send is highly...
by Krisan Marotta | Jun 11, 2013 | Cost Basis
Need some help understanding how Schwab processes trade lots when using the Tax Lot Optimizer — the same matching method PortfolioCenter calls Beneficial Tax? The method is designed to sell lots in the order that will take losses before and gains. Within...
by Krisan Marotta | Feb 26, 2013 | Reporting
Q.We have some accounts or specific positions we would like to exclude from performance and/or billing for some clients. Can we make these exclusions on a client by client basis? Or should we have a consistent firm-wide policy? For example, some clients have...
