08/22/2006 12:00pm

 Doug Holden

 New PortfolioCenter capabilities allow streamlined access to data for custom analysis and management reporting. This session will take you through common scenarios and real-world situations to help you leverage these capabilities in your firm. You’ll see an overview of the PortfolioCenter Export Wizard and the standard queries available within the PortfolioCenter program. Learn how to get the most out of your PortfolioCenter data using common Microsoft® Excel functions like filtering and sorting. You’ll walk away with an understanding of how to access portfolio data that will have direct relevance to your practice, along with a workbook of example exercises that you can share with colleagues.