Is there a phone number for Portfolio Manager help?

  • Updated

No. Sorry, Portfolio Manager isn't able to offer a support hotline, but we are happy to assist you via our "Ask a Question" form. We reply to most questions within one business day.

  • Our helpdesk team provides support for Portfolio Manager users throughout the U.S. (and other regions) and due to the volume of requests and the need to research issues before responding, we ask that all inquiries use our question form. Written requests allow us to research the topic and assign it to the best resource. Please provide as much detail as possible in your request to help us resolve your issue.

  • If you would like to talk to a member of our team in real time, we offer "Ask the Expert" Webinars every other Wednesday at 12:00 noon (Eastern Time). There is no focused topic-- it's just an open Q&A session. See this FAQ for links to join.

  • If you are using our Portfolio Manager website in order to comply with a state or local ordinance, the local benchmarking program you're reporting for might offer benchmarking phone support or one-on-one appointments. Please see the contact info for state and local benchmarking helpdesks here: State/local compliance ordinances

 

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