by Krisan Marotta | Jun 3, 2016 | Reporting
Starting with the July 2016 statements (mailed in August 2016), Schwab will send monthly statements only for accounts where there is “qualifying activity”. Otherwise they will send quarterly statements. You should be prepared for clients to call wondering...
by Krisan Marotta | Dec 27, 2013 | Reporting
The market value on PortfolioCenter reports frequently differs from the market value on the brokerage statements. In every case, the PortfolioCenter value is more accurate. Here’s why the numbers may not match: Some mutual funds distribute dividends...
by Krisan Marotta | Dec 17, 2013 | Reporting
Deciding which PortfolioCenter reports to send to clients does not seem to be a settled question, especially as Schwab Performance Technologies regularly adds options with the Presentation Studio reports. While choosing which PortfolioCenter reports to send is highly...
by Krisan Marotta | Apr 2, 2013 | Presentation Studio, Reporting
Want to make your PortfolioCenter reports more eye-catching? Here are 7 painless, easy steps everyone can take to improve the appearance of their quarterly client reports: 1. Go visual It’s a Facebook/Pinterest world out there now. Everything is visual...
by Krisan Marotta | Mar 26, 2012 | Billing
You can create customized client invoices in PortfolioCenter and calculate your management fee based on a percentage of the portfolio’s market value on a specific date. Before running your first set of invoices, there are six decisions you must make, in...
