Schwab PortfolioCenter

The latest version of PortfolioCenter® is now available

PortfolioCenter 5.14 is available now for desktop users to download at the Schwab Performance Technologies® website. PortfolioCenter Hosted™ was updated in early November.

The latest version adds a Transaction Ledger and Top Holdings Element to Client Presentations, providing greater flexibility in creating client reports. In addition, the new Pricing Data Manager gives users improved control when updating security prices. This release also streamlines updates to third-party systems, making it easier to maintain integration using Schwab OpenView Gateway®.

To learn more about these and other enhancements, visit schwabpt.com or contact the sales team at 800-528-9595.

December 2017 (1217-7ZXJ)

Download the new version of PortfolioCenter® today

The latest enhancements to Schwab Performance Technologies' PortfolioCenter are designed to empower users to spend more time helping clients and less time managing data.

It's now easier than ever to update portfolio details using the upload feature in the Portfolio Data Manager. Other enhancements take the guesswork out of processing splits across multiple custodians and allow greater customization of standard interface names. This release also brings support for SQL Server® 2014 and 2016 to ensure your firm can stay up-to-date with the latest security and stability enhancements.

PortfolioCenter 5.12 is available now for desktop users to download at the Schwab Performance Technologies® website. PortfolioCenter Hosted™ will be updated to the new version soon. To learn more about these and other enhancements, visit schwabpt.com, or contact the sales team at 800-528-9595.

February 2017 (0217-U9BB)

New enhancements to PortfolioCenter® and PortfolioCenter Hosted™

The most recent update to Schwab Performance Technologies’ Portfolio Center Desktop and Hosted portfolio management solutions brings important new features, including major enhancements to billing functionality. New fields allow users to capture and share more billing information than ever before. Billing tiers are now more flexible as well, making it easier to segment clients.

Through support for Schwab Broker Dealer Core Date files, users can now get more detailed information and more accurate data while reducing the need to perform manual adjustments.

The software's presentation functionality has also been augmented with new reporting templates that make it easier to share information with clients.

To learn more about these and other enhancements, visit the Schwab Performance Technologies website, or contact the sales team at 800-528-9595.

December 2015 (1215-ADSZ)