PortfolioCenter Enhancements

Select your PortfolioCenter® version:

PortfolioCenter 5.8 enables you to communicate more effectively with your clients by creating tailored reports that reflect exactly what you want to share and how you want to share it. This release delivers the most-requested Presentation Studio enhancements—giving you increased flexibility, greater customization, and compelling new ways to demonstrate the value of your offer and to clearly explain to clients how you’re managing their investments.

Client Presentations

Element and Column Selection for Presentation Studio

You’ve always been able to build your own Client Presentations with Presentation Studio, but now you can also create customized individual presentation pages as well. Simply drag and drop the data columns and elements you want—wherever you want on the page.

New Eco Theme

Condense the printed reports you send to your clients—and save paper and ink in the process. This new theme delivers the same valuable information using less paper by reducing the spaces between elements and rows of data for shorter, more succinct documents.

Added Efficiency

Filter transactions in the interface before you open the transaction grid so you can identify specific transactions more quickly. The grid also loads faster in this release—resulting in even greater back-office efficiency.

System Support and Scalability

PortfolioCenter 5.8 is compatible for use with Microsoft® SQL Server® 2012.

Release Resources

 

Supported Technologies

Important Information on Operating Systems

PortfolioCenter 5.6 is the last version to support Windows® XP and Windows Server® 2003 operating systems. See the Operating Systems page for more information.

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