Resources

Schwab Performance Technologies has created a number of resources to help you through the transition from Centerpiece to PortfolioCenter.

Centerpiece Upgrade

You must have Centerpiece 5.60.50.08 installed on your computer to upgrade to PortfolioCenter. To find your Centerpiece version, launch Centerpiece, and then select Help | About Centerpiece from the menu bar.

Docs and Tools

A number of documents are available to help you through the transition. All documents are in PDF format and can be viewed online or printed. Several tools are available to help prepare your Centerpiece database and estimate the size of your PortfolioCenter database. These tools are downloadable executables that should be executed on your Centerpiece server.