Tag Archives: PortfolioCenter

FPPad Bits and Bytes for November 12

We had all-day working sessions with clients from Monday through Wednesday, but that didn’t stop us from collecting this week’s stories of interest:

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences from RIABiz.com

Non-stop booth traffic — including visits from giant RIAs — suggests advisors came to Boston in a code-buying mood

Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid from RIABiz.com

Fifteen months after launching what’s arguably the most ambitious technology platform in the market, Pershing’s NetX360 has lured 96% of the company’s 110,000 users to adopt the new technology.

For Intelligent Integration, X Marks The Spot, this month’s technology column at Morningstar Advisor.

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/

Schwab Technology Complex Strengthens Custodian’s Presence

Technology RoomAt the end of April, Charles Schwab and Texas Tech University announced the creation of a Schwab Technology Complex on the University’s campus, and also named Danielle Winchester as the first Schwab Research Scholar.

Click the link to view the Charles Schwab and Texas Tech University press release.

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