PortfolioCenter Single-User Distributed Application Network
This information is subject to change without notice.
The requirements are based on standard hardware configurations available from retailers as of March 31, 2006. If you are buying a new computer for PortfolioCenter, you are encouraged to investigate the latest hardware. These guidelines are for planning purposes only. Because many variables affect the performance of your system, Schwab Performance Technologies can assume no liability for hardware purchase decisions. Please consult your systems consultant for specific configuration decisions.
Program Components
The PortfolioCenter program has three components:
- Database: Holds stored data
- Application: Processes data and report requests
- User interface: Allows user to submit data and report requests and displays the results
Configuration Setup
For detailed setup instructions, click here.
System Requirements
Network
| Network Speed | Gigabit Ethernet or better | FAQ |
Server
This computer holds the PortfolioCenter database and application.
Note: These requirements assume that PortfolioCenter is the primary application running on the computer. Using the computer as a web server, mail server, Internet gateway, router, primary domain controller, firewall, or a terminal server for application will significantly reduce performance.
| Processor | 2.0 GHz or better | FAQ |
| Hard Drive Speed | SCSI or better | FAQ |
| Hard Drive Space | PortfolioCenter Database Size x 10 | FAQ |
| RAM | 4 GB | FAQ |
| Operating System | Windows XP Professional SP2 or Windows Server 2003 SP1 or higher Note: PortfolioCenter does not work on a Windows Tablet PC |
FAQ |
| SQL Version | SQL Server 2005 SP2 (Standard or Express) | FAQ |
Distributed Application Client
This computer holds the PortfolioCenter user interface.
| Processor | 2.0 GHz or better | FAQ |
| Hard Drive Speed | SCSI or better | FAQ |
| Hard Drive Space | 500 MB | FAQ |
| RAM | 1 GB or more | FAQ |
| Operating System | Windows XP Professional SP2 or Windows Server 2003 SP1 or higher Note: PortfolioCenter does not work on a Windows Tablet PC |
FAQ |
| SQL Version | N/A |