With PortfolioCenter 5.11, you’ll find that the billing features released in the 5.10 version have been enhanced with the expansion of billing tiers. This release also adds new templates in Presentation Studio giving you more compelling options for communicating with your clients when creating tailored reports.
In addition, 5.11 allows you to stay up to date with the latest Microsoft® technology platforms.
New Billing Features
Experience more flexibility when creating your billing structure, by better matching your billing tiers to your client segmentation approach. PortfolioCenter 5.11 expands the billing tier breakpoints from 5 to 15.
Expand your reporting options to improve how and what you communicate with your clients. Use the six new reporting templates in Presentation Studio and enhance your client meetings with exactly the information you want to share in precisely the format you need to share it.
Scalability and Usability Improvements
Capture information more efficiently than ever before with new features in the Export Wizard. Navigation and data point selection have never been easier—easily share data with your CRM, in-house accounting system or export to Excel for detailed analysis. New enhancements enable Hotkeys, multiple selections and Drag & Drop to easily select the data points you want to export.
PortfolioCenter 5.11 is compatible for use with Microsoft® Windows 10.
(Note: 5.11 will be the last release to support Microsoft SQL Server 2008.)