Work Smarter with New PortfolioCenter® Data Management Tools

Speaker: Doug Holden

Duration: 80 minutes, broken into 12 short chapters

Session Description

This session, from the 2007 Schwab Institutional SOLUTIONS Workshops, takes you through common scenarios and real-world situations to help you take advantage of recently introduced PortfolioCenter Data Management Tools (custom fields, smart sets, data manager) in your practice. We'll show you—through practical examples—how these tools can make data entry and maintenance easier, faster and more accurate. Topics include:

Getting Started with the Web Cast

Simply click the session link below to start viewing the workshop. You can also print the presentation if you want a paper copy to follow along. You need to have Microsoft Media Player 9.0 or above installed to view the session.

About SOLUTIONS Web Casts

SOLUTIONS provides a great opportunity to hear about tools and resources from Schwab Institutional designed to streamline your back-office operations. Schwab Institutional clients can also access the full range of sessions offered at the live training events. Visit www.schwabinstitutional.com to view the following training sessions:

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