PortfolioCenter®—Expanded Data Management and Reporting Capabilities
PortfolioCenter 4.4 includes data management, reporting and usability enhancements to better meet a variety of operational and client service needs. The upgrade offers something for everyone:
- Strengthen client communication with greater customization for client reports.
- Create an expanded range of performance reports tailored to your firm's needs.
- Save time working with PortfolioCenter—from installation to ongoing portfolio management.
New Data Management Tools
- Account Transfer Wizard—Speed the transfer of assets between accounts, including open positions and cost-basis information. The new Account Transfer Wizard helps you efficiently and accurately transfer open trade lots and retain cost basis, which is critical for accurate performance and tax reporting.
- Custom Portfolio Fields on Reports—Upgraded functionality also lets you include Custom Portfolio Fields—a recent feature addition—as columns on global reports and spreadsheet exports in the PortfolioCenter Export Wizard.
Expanded Reporting Options
- Improved Household and Group Reporting—If you report household performance or use separately managed accounts, the new Group Performance Summary report is perfect for you. With it you can show performance for multiple time periods for all the portfolios in a group—on one report.
- Enhanced Reporting for Separately Managed Accounts (SMAs)— Separately managed accounts are increasingly popular investments that pose a reporting challenge. We have addressed that challenge with new reports and settings designed to track SMA performance. PortfolioCenter now includes new versions of the Portfolio Statement and Position Performance Summary reports to more clearly and effectively communicate holdings and performance information to clients with SMA assets
- Greater Customization for Reports—Along with new reporting capabilities, you also have more control over the reports you run. Create an unlimited number of disclaimers for portfolio and group reports, reorder how security types are listed and change the label for any security type.
Note:
Some of these reporting capabilities require PortfolioCenter Enhanced or the optional Enhanced Reporting Module.
To determine if you have one of these features, look for a "Graphical Reports" button on your Portfolio Reports screen. If you would like to learn more, take a look at our Enhanced Reporting Module brochure or contact your SPT Sales representative.
Support for Microsoft Vista and Streamlined Software Installations
PortfolioCenter 4.4 includes a streamlined upgrade installation process to help you implement the release quickly and with minimal disruption to your firm's operations. Plus, PortfolioCenter is now compatible with Microsoft® Vista—Business, Ultimate and Home Premium software versions.