Get Started
Are you a new user? We want you to realize the benefits of your investment in PortfolioCenter as quickly as possible. In addition to our technical support team and user manuals, we also provide comprehensive Learning Guides and a host of online resources to help you get up and running quickly.
Step 1: Order and read the Learning Guide.
The Learning Guide is designed to help firms get PortfolioCenter up and running quickly and efficiently. Specifically, it helps you plan how to effectively incorporate PortfolioCenter into your practice. Whether you're a new client setting PortfolioCenter up for the first time or a long-time client looking to understand the major functions of the system, the Learning Guide helps you get the most out of your investment.
Step 2: Use the resources referenced in the Learning Guide.
The following resources provide step-by-step information you need to set up and use PortfolioCenter. As you work through the Learning Guide, you'll be referred to this supplemental documentation.
