Putting PortfolioCenter® to Work: Data Management and Troubleshooting Techniques

Speaker: Dawn Garrison

Duration: 60 minutes, broken into 10 short chapters

Session Description

This session, from our 2008 Schwab Institutional SOLUTIONS Workshops, shows you how to put PortfolioCenter and its many powerful data management tools to work in your firm to improve efficiency and accuracy. Through practical situations, we'll demonstrate advanced data management and troubleshooting techniques for handling real-world problems. Topics include:

• Managing data for new accounts
• Four opportunities to check data
• Using troubleshooting web tools
• Handling life events using the Account Transfer Wizard

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.

• Web Cast [streaming media]
• Presentation Slides and Reference Material [PDF]

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:

• Introduction to SchwabInstitutional.com
• Using Online Tools to Open, Fund and Monitor Your Clients' Accounts
• Using Move Money to Manage Cashiering Requests Simply and Efficiently
• Solutions for Opening and Managing Complex Accounts
• Best Practices for Streamlining Operations with Schwab
• Surviving Quarter End: Through the Eyes of an Advisory Firm