Take advantage of the slower summer months to give your PortfolioCenter database a tune-up. Keeping the details streamlined not only makes your daily tasks more efficient, it reduces the likelihood of hitting speed bumps during the quarter-end … [Read more...]
Should I send realized gain/loss reports from PortfolioCenter?
Since the 2008 legislation for cost basis reporting, many investment managers are considering no longer sending tax reports from PortfolioCenter to their clients. Since managers are NOT required to track cost basis under the new regulations, how do … [Read more...]
Using Groups and Sets in PortfolioCenter
What's the difference between a Group and a Set in PortfolioCenter? Group = reporting unit A Group is a collection of accounts usually related by family and typically a unit that you'd like to see on one report. For one family you might have any … [Read more...]
How do I create a custom Overview in Presentation Studio?
[dropcap style="light"]Q.[/dropcap]I found this example Overview (pictured above) from PortfolioCenter's Presentation Studio on the Schwab Performance Technologies website. I would like to duplicate it in my data. Can you tell me how? [dropcap … [Read more...]
How to add a manual report disclaimer in PortfolioCenter
[dropcap style="light"]Q. [/dropcap] We have some manual accounts that typically get updated later than our downloaded data. We'd like to run all our quarterly reports at once and just note that manual information may not be accurate. Is there a … [Read more...]
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