7/25/2007

 Doug Holden

 New PortfolioCenter capabilities - Smart Sets, Custom Portfolio Fields and the Data Manager - can help your firm automate key portfolio management activities and customize the program to meet your unique business needs. In this session, we will provide an overview of these latest enhancements and then walk through real-world scenarios that demonstrate new possibilities for managing data with PortfolioCenter. You will learn techniques for creating and updating sets as well as best practices for maintaining more accurate information for the portfolios you track. You'll build a solid foundation for applying these new capabilities and gain many insights that you can put to use in your practice. This session is for clients of Schwab Performance Technologies, particularly anyone responsible for data management, entry or workflow processes in Centerpiece or PortfolioCenter.