Docs & Tools

Documents

Preparation and Transition Worksheet
Designed to help you track your progress through the preparation and transition process and provides a handy place to record information you need.

Preparing for PortfolioCenter Guide
Contains detailed instructions on preparing your Centerpiece installation for the move to PortfolioCenter. The first part of the Preparation and Transition Worksheet refers to the steps in this guide.

Centerpiece to PortfolioCenter Transition Guide
Takes you step by step through the process of migrating from Centerpiece 5.6 to PortfolioCenter. The second part of the Preparation and Transition Worksheet refers to the steps in this guide.

Posting Interface Files Parallel in Centerpiece and PortfolioCenter
Describes how to post daily Schwab files through both Centerpiece and PortfolioCenter if you need to run the systems in parallel for a time.

Tools

Important: Download these executable programs to the desktop of the Centerpiece Server machine. Both tools must be executed on the Centerpiece server machine.

Centerpiece Database Size Check Tool
This tool lets you estimate the size your PortfolioCenter set will be based on the current size of your Centerpiece database. Click here for instructions to use the tool.

Centerpiece Database Audit Tool
This tool audits your Centerpiece database to remove any potential problems for the data bridge. Instructions for running this tool are in the Centerpiece to PortfolioCenter Transition Guide.