PortfolioCenter 5.8 enables you to communicate more effectively with your clients by creating tailored reports that reflect exactly what you want to share and how you want to share it. This release delivers the most-requested Presentation Studio enhancements—giving you increased flexibility, greater customization, and compelling new ways to demonstrate the value of your offer and to clearly explain to clients how you’re managing their investments.
Element and Column Selection for Presentation Studio
You’ve always been able to build your own Client Presentations with Presentation Studio, but now you can also create customized individual presentation pages as well. Simply drag and drop the data columns and elements you want—wherever you want on the page.
New Eco Theme
Condense the printed reports you send to your clients—and save paper and ink in the process. This new theme delivers the same valuable information using less paper by reducing the spaces between elements and rows of data for shorter, more succinct documents.
Filter transactions in the interface before you open the transaction grid so you can identify specific transactions more quickly. The grid also loads faster in this release—resulting in even greater back-office efficiency.
System Support and Scalability
PortfolioCenter 5.8 is compatible for use with Microsoft® SQL Server® 2012.
Release ResourcesCreating a Customized Page in Presentation Studio [video]
Customizing Page Columns in Presentation Studio [video]
Eco Theme Client Presentations Sample
Client Presentations and Presentation Studio Getting Started Checklist
Working with the Transaction Grid in Portfolio Transactions