PortfolioCenter Updates

Custom Fields

• Billing Cycle
• Employee Account
• New Account

Data Entry

• Cost Basis
• Model
• Target
• Billing Specification
• Billing Form

Other

• Future
• Updates

Glossary

• PC: PortfolioCenter the program
• DB: The data that is managed by PortfolioCenter
• DM: The Data Manager
• Account(s): Either portfolios or groups