Schwab Performance Technologies® is rolling out updates to its PortfolioCenter® portfolio management software. The first enhancement on its way to version 5.0 is Presentation Studio, a customizable reporting utility.
Presentation Studio allows users to design, edit, and publish custom performance reports using built-in elements. In addition, reports can be created in a batch process and saved to PDF or XPS files.
For more information on the Presentation Studio enhancements, follow the link below and expand the PortfolioCenter 5.0 header in the page.
