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...]
Tracking lost accounts in PortfolioCenter
[dropcap style="2" size="3"]Q.[/dropcap] 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 … [Read more...]
PortfolioCenter Smart Sets based on performance
[dropcap style="2" size="3"]Q.[/dropcap] Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set … [Read more...]
