PortfolioCenter Enhancements

Select your PortfolioCenter version:

PortfolioCenter is a release that addresses branding changes from the acquisition, tweaks to the export wizard tool and account transfer wizard as well as some bug fixes. Complete details can be found here.

PortfolioCenter Export Wizard

Account Number masking
An enhancement has been added to the export wizard tool to allow a user to conceal private information when running a variety of exports by only displaying the last four digits of an account number.

  • Asset Class Intervals Export
  • Billing History Export
  • Portfolio Export
  • Portfolio Interval Export
  • Etc.

Account Transfer Wizard

Bulk Upload
A user can now select a file containing account details that need to be processed. This enables the ability to bulk transfer accounts where previously a user had to enter one record at a time.

Global Report Changes

Global Billing Summary Report
The Current Value column can now be selected displaying the current portfolio value on the report which can make it easier and more evident to identify any abnormal rates.

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