Getting started with PortfolioCenter

Getting started with PortfolioCenter

Congratulations on choosing PortfolioCenter!  You’re probably asking, now what? Here are the articles for managers starting PortfolioCenter from scratch. Starting PortfolioCenter can be intimidating.  There’s a lot to learn all at once.  Half the battle is...
PortfolioCenter Hosted is here

PortfolioCenter Hosted is here

Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows.  With PortfolioCenter Hosted you can move your data to the cloud. “PortfolioCenter Hosted allows advisors access to data online anytime,...
Should I buy a new computer or upgrade?

Should I buy a new computer or upgrade?

The next version of PortfolioCenter – expected Fall 2012 – will require Windows Vista, 7, or Server 2008.  You could purchase a new computer to run PortfolioCenter, but what if you already have a recent computer running Vista or Windows 7? Good news! ...