Tag Archives: PortfolioCenter 5.0

Schwab Rolls Out First Phase of PortfolioCenter 5.0 Updates

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.

https://schwabpt.com/resources/presentations/