- PortfolioCenter Hosted
- Schwab OpenView Integrated Office
- Schwab OpenView Mobile
- Portfolio Reporting
- System Administration
- Corporate Actions
- Cost Basis
- Project PM2
- News & Events
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.
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.
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.
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.
PortfolioCenter 5.8 is compatible for use with Microsoft® SQL Server® 2012.
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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