PortfolioCenter 5.12 allows you to spend more time with your clients and less time managing data. This release lets you quickly update portfolio details with the new upload feature in the Portfolio Data Manager, takes the guesswork out of processing splits across multiple custodians, and gives you the opportunity to customize standard interface names to meet your needs.
Portfolio Data Manager
Quickly update portfolio and household information using the new upload feature in the Portfolio Data Manager—simply export data from the Portfolio Data Manager to a spreadsheet, modify information, and then upload your changes.
Security Split Wizard
Match your custodian's rounding rules for security splits by using different ratios for each portfolio set. Confidently calculate ending balance positions and reduce reconciliation errors.
Custom Standard Interface Names
Simplify your workflow by using nicknames to easily identify each custodian's interface.
PortfolioCenter 5.12 now supports SQL Server 2014 and 2016.
(Note: 5.12 no longer supports Microsoft SQL Server 2008.)