Maximize Data Management Efficiency with Our Latest Best Practices Guide(June 2008)

Take full advantage of PortfolioCenter's extensive data management capabilities with our latest best practices guide, Using Data Management Tools to Work More Efficiently. The guide, which was distributed last fall, includes several practical examples you can use right away, from removing closed accounts within sets of active accounts to finding and replacing missing data. The guide covers best practices for using Smart Sets, Custom Portfolio Fields, Rules and the Data Manager, and shows you how these tools work together to improve productivity and accuracy.

Several techniques featured in the guide will be demonstrated at this summer's Schwab SOLUTIONS workshops, including an example on how to set up new accounts accurately. One tip is to create a New Accounts view using the Data Manager to quickly identify missing data within new portfolios. The view also helps you update and post data into the portfolio details section more efficiently.

To learn more about the New Accounts view and other time-saving techniques, read the PortfolioCenter Best Practices Guide, or come to one of our SOLUTIONS workshops this summer.