Remote assistance is a tool that can be used by technical support to troubleshoot complex PortfolioCenter issues. When appropriate, we will use this tool to gather technical information and in some cases, implement fixes. Clients must first contact a technical support representative to determine the nature of the issue and to receive an access code for the remote connection.
Remote assistance is only available for PortfolioCenter troubleshooting purposes. Remote assistance will NOT be used for:
- Setup, training, or customization of PortfolioCenter
- Troubleshooting system issues unrelated to PortfolioCenter
- Data entry, data management, or data reconciliation purposes including: interface processing, corporate action processing, and all other data management activities
These activities are the sole responsibility of the client and not of the SPT technical support team.
Starting a Remote Connection
Please provide the information below, read the Disclaimer, and then click the I Accept button.