What to NOT to compare in PortfolioCenter

What to NOT to compare in PortfolioCenter

One of the most frequent sources of confusion about PortfolioCenter data stems from expecting various numbers on different reports to match. PortfolioCenter reports are intended to measure different factors.  By definition and design, they will produce different...
SEC Audit: 5 ways to prepare PortfolioCenter

SEC Audit: 5 ways to prepare PortfolioCenter

The Securities and Exchange Commission intends to visit all advisors who have never been examined before 2015 ends.   In addition to the list of documents you should collect, here are 5 ways to streamline your PortfolioCenter data so you’ll be ready. 1. Properly...
Schwab Technology News

Schwab Technology News

PortfolioCenter Hosted While this 7-minute FP Pad video feels like an “infomercial,” it contains some useful information from Brian Shenson, Vice President of Advisor Technology Solutions for Schwab Advisor Services on Schwab’s PortfolioCenter...