In July Schwab Performance Technologies announced the likely end of eReports:

We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the PortfolioCenter® eReports product for batch printing reports. Schwab Performance Technologies® is evaluating options on how to support eReports as a result of this change.

With a PortfolioCenter eReports  license you could batch print the traditional analytical reports so that each report is its own PDF.  Since the package also created a “key” and zipped the reports into 1 file, this method was the easiest way to get nicely formatted client reports to your web site.

What does this mean for you?

You may need to find a new method for uploading reports to your client vault.  Fortunately, PortfolioCenter has a couple options and a good web host should be able to easily adapt to them.

Most likely you’ll want to use the batch print option to create a PDF by portfolio and use the account number as the matching key.  The friendly folks at Schwab Performance Technologies and your web host can help you determine the best option for your situation.

In the meantime, take SPT’s quick survey to help them evaluate possible solutions.

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