System Administration

Get recommendations and instructions to maintain PortfolioCenter

PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different configurations. The hardware and software we recommend depends on how you will use our software. You can use the resources here to plan a system upgrade, maintain your current environment or learn about scalability and our products to ensure an optimal operating experience.

System Configurations—Detailed specifications on product installation options.
Supported Technology—Information about operating systems, SQL, and 64bit technology.

Business Continuity

Social

This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.

Envestnet Use of Cookies Envestnet uses cookies to enhance your experience, to display customized content in accordance with your browser settings, and to help us better understand how you use our website. By continuing to browse or closing this banner, you indicate your agreement. To learn more about the cookies we use and to set your own preferences, see our Cookies Policy.