PortfolioCenter® Transition
Welcome to PortfolioCenter Transition site.
Schwab Performance Technologies is excited to deliver PortfolioCenter to you! PortfolioCenter is the next generation of the Centerpiece® portfolio management system for investment advisors. PortfolioCenter is a state-of-the-art portfolio management system built on Microsoft® SQL Server™ with multi-user access and enhanced reporting features. It is designed to provide flexible, efficient solutions for Investment Advisors managing the accounts of affluent investors.
This site has a wealth of information designed to introduce you to PortfolioCenter and to help you plan, prepare, and transition from Centerpiece to PortfolioCenter. You might have questions such as:
- What new features are available in PortfolioCenter?
- Do I need to upgrade my hardware in preparation for PortfolioCenter?
- What documentation is available to help me with transition?
- How long will it take to convert my data from Centerpiece to PortfolioCenter?
- Where can I learn more about the optional Rights & Roles security module?
All these questions and more are answered on this website. The links on the left side take you to information about PortfolioCenter and the transition from Centerpiece. Review the information in each link, moving down the pages from top to bottom. The table below describes the information available through each link.
| Link | Description |
| What's New in PortfolioCenter | New features available in PortfolioCenter, including the SQL database, enhanced Schwab files, Security Rights and Roles, the PortfolioCenter Export Wizard and more. |
| Preparing for PortfolioCenter | Overview of each step necessary to prepare for the transition to PortfolioCenter, including links to documentation covering the steps in detail. |
| Installing PortfolioCenter | Overview of each step necessary to install and configure PortfolioCenter, including links to documentation covering the steps in detail. |
| Resources | Links to docs, tools and Frequently Asked Questions associated with the transition to PortfolioCenter. |
Centerpiece® and PortfolioCenter® are either registered trademarks or trademarks of Schwab Performance Technnologies.
Microsoft® and SQL Server™ are either registered trademarks or trademarks of the Microsoft Corporation in the United States and/or other countries.