Uploading Data

Find out more about uploading data into Advisor Rebalancing; the Uploads page allows you to make changes to a large number of accounts or models all at once.

Upload Status and Troubleshooting

Learn more about reading the Upload Status page and troubleshooting common upload errors you might encounter.

Available Upload Data Sets

Find out more about each of the upload data sets available in Advisor Rebalancing.

Add and Update Models With Upload

Provides instructions for uploading changes to existing models or uploading new models. This allows you to make significant changes to existing models, or upload several models all at once.

Learn More About Upload and Export Integration

Find out more about specific integrations topics that relate to uploading data, such as exporting data from your PAS for upload to Advisor Rebalancing.

Security Mapping

Learn how to set up or adjust your security mapping which allows you ensure all securities in Advisor Rebalancing correspond with the correct securities in your portfolio accounting system (PAS) and are updating with their correct value.

System Settings: Upload Settings

Detailed information and guidance about Upload Settings on the System Settings page.

Learn More About Tamarac Transporter

Learn more about Tamarac Transporter, the desktop application that automates the process of uploading your daily account, holdings, and transaction information into Advisor Rebalancing from your portfolio accounting system.

Data Specifications

Learn more about the Data Specifications page which shows specific data requirements for each of the data fields you can upload to Advisor Rebalancing.

File Templates

Learn more about the File Templates page, which allows you to view the headers of available data sets in either Tab Delimited or XML Based format.