Using Groups and Sets in PortfolioCenter

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 of the...
Tracking lost accounts in PortfolioCenter

Tracking lost accounts in PortfolioCenter

Q. I’d like to run a report which shows the number of accounts lost year.  If I could include the dollar amount lost that would be even better.  Do you know any way to retrieve this information from PortfolioCenter? A. If you practice good housekeeping in...