PortfolioCenter®

Understanding what you'll need to incorporate a portfolio management system into your practice is just as important as knowing how it can benefit your firm. To help you decide if PortfolioCenter is the right solution for you, consider the benefits, but also review the system requirements and sample reports, and find out how other firms have successfully transitioned to PortfolioCenter.

Benefits and Features

Our flexible platform combines portfolio management, accounting, decision support, performance measurement and customized client reporting into a single Windows®-based, networked application. Benefits include:

• Fast performance and robust portfolio accounting features to help you boost productivity
• Professional customized client reports to enhance your client communications
• Performance measurement and analysis tools to better inform your decision-making

Built on the Microsoft® SQL Server™ database platform, PortfolioCenter gives you extensive scalability with multi-user access. That way you can add new users and client accounts as needed so the solution can grow with your firm.

• Open Architecture. Interfaces with more than 40 brokerage and mutual fund companies, including Charles Schwab, giving you complete access to all your valuable client data and the flexibility to do your own customized data mining without the restrictions of a proprietary database.
• Client Reporting. Lets you create standard or customized client reports that are in-depth and easy to understand. Plus, meaningful performance reports with multiple benchmarks that accurately communicate complex portfolio investment information to your clients.
• Decision Support. Sophisticated decision support tools give you instant access to the vital portfolio information you need to make informed investment decisions.
• Client Billing. Flexible client billing capabilities allow for many customized billing specifications to support your unique needs.

For a complete understanding, we also encourage you to contact one of our representatives and read our brochure.