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February 2018 - What's New in Advisor Rebalancing
As part of our commitment to continually enhancing Tamarac's product security, we have modified the dual factor authentication workflow when you use the mobile phone (SMS) code authentication.
Previously, if you had a code sent to your mobile phone as one step of dual factor authentication, you could bypass entering the code by answering challenge questions instead. With this release, the Use Challenge Question option has been removed, ensuring that the mobile phone code is used as the second form of authentication.
The Tamarac Bulk Report API was updated recently. If your firm uses the legacy Bulk Report API, it's time to upgrade to the new version so you can take advantage of the latest capabilities to:
Build reports, including specifying column name and bulk report type
Schedule reports to run on a daily basis
Export data to other systems
The Bulk Report API requires an API agreement. If you already have a signed API agreement on file, you can download the new Bulk Report API from the Support & Training Center article Advisor View and Advisor Rebalancing Bulk Reporting API Master Article.
If you have not signed an API agreement, please contact Tamarac Account Management at TamaracAM@envestnet.com.
