by Krisan Marotta | Dec 27, 2011 | Cost Basis
With the new IRS tax reporting regulations, average cost positions will be bifurcated. Thanks to government regulation, covered and uncovered shares will now maintain a separate average unit cost which require manual data entry in PortfolioCenter to maintain accurate...
by Krisan Marotta | Aug 17, 2011 | Tech Help
If you post and update PortfolioCenter daily, why do the values in your PortfolioCenter database differ from your broker’s online system? Because there is always a processing delay. Even if you download and update PortfolioCenter daily, your PortfolioCenter...
by Krisan Marotta | Jul 15, 2011 | Presentation Studio
For those of you with a license for the Enhanced Reporting module, the Summer 2011 Client Presentation package is out. You must be running the latest version of PortfolioCenter (5.2.400.2) to install this package. You can download the package from the following...
by Krisan Marotta | Jun 24, 2011 | Outsourcing
If you’re considering outsourcing, check out this article in Investment News: Outsourcing peripheral tasks lets advisers focus on growth, clients By Andrew Osterland, June 19, 2011 When David Marotta started his advisory practice in 2000, he was tempted to get...
by Krisan Marotta | May 16, 2011 | Outsourcing
How do you know if you are a good candidate for outsourcing? In my 20 years as an outsourcer, I’ve noticed three factors that predict who will sink and who will swim in the outsourcing pool. In my first post, I showed out outsourcing success can be predicted...
