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August 2020 - What's New in Advisor View

Contents

Reporting

New Options to control PDF Chart image Quality

Condensed and Clearer Billing Statements

Improved Consistency on Holdings and Asset Allocation Reports

More Consistent Time Series Composites Calculations

Integrations

Report on Realized Gains/Losses from Raymond James

Performance Enhancements

Learn More - Watch the Release Video

 

Reporting

New Options to control PDF Chart image Quality

We know that many of you use PDF reports for more than just sending printed copies to clients. They're useful for reviewing in client meetings, for internal analysis, and for vision-impaired clients who enlarge the page on the screen for easier viewing. Often these uses involve displaying the PDF on a large conference room screen or zooming in, where enlarged PDF charts looked fuzzy or difficult to read in past.

With this release, you can create PDF reports with charts that look crisp zoomed in up to two, four, or eight times when you choose standard, professional, or presentation quality.

Use the new Image Resolution option in the General Settings section to control the image quality of charts and graphs in your PDF reports.

Note that when you choose higher-quality images, report generation times can increase. For more information how about image quality impacts PDF report generation time, see Image Resolution.

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Condensed and Clearer Billing Statements

Although clients prefer simple, straightforward invoices, providing a simple invoice grows more difficult as billing groups and definitions become increasingly complex. To help you build trust with greater transparency, we're clarifying billing invoices by making it easier to show what investors are billed for, how fees are calculated, and where fee payments come from.

For those of you who apply multiple billing definitions to one billing group, we know it's been difficult to tell which billing definition is which on a statement. We also know that statements could get long with each billing definition listed on its own page. To help condense and clarify the billing definition section of your invoices, you can now:

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Improved Consistency on Holdings and Asset Allocation Reports

As part of our ongoing commitment to improving your reporting experience, we've made a few changes to the Holdings and Asset Allocations reports that give you:

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More Consistent Time Series Composites Calculations

We adjusted the composites engine to ensure that Time Series Composites returns always match returns throughout Tamarac even for certain very rare edge cases. This change will not impact composites you already generated. All historical composite calculations remain the same as before.

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Integrations

Report on Realized Gains/Losses from Raymond James

Those of you who custody with Raymond James will be happy to hear that, shortly after this release, you will be able to access realized gain/loss data directly from Raymond James. When this feature is available, you can select Use the Account Custodian As the Source of Record for Realized Gains Losses to see realized gain/loss data from Raymond James when you run reports on Raymond James accounts.

To start using Raymond James realized gain/loss data, contact your dedicated support team.

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Performance Enhancements

As part of our ongoing effort to improve speed and reliability on the Tamarac Platform, we are continuing to make enhancements under the hood. The table highlights improvements we've made between our last release and this release: 

Improvement Made Type of Improvement

Thanks to adjustments we made to the PDF chart rendering engine, PDF charts will render up to 86% faster. Overall PDF report generation time improvements will vary depending on the number of charts and the image resolution in the PDF template.

Code/Database

We changed the way we precalculate account returns. This won't change the return values, but it can reduce sync times by as much as 10%. Your actual sync time will vary day to day depending on a variety of factors, including the amount of new data to be synced.

Code/Database

To enhance platform safety and stability, we migrated the upload services from legacy hardware onto new service-specific clusters.

IT/Infrastructure

To ensure that Tamarac continues deliver the quality and consistency of data you expect, we are shifting to accessing Schwab data through a more modern API. 

Code/Database

We transitioned to using S3 storage, which boasts an extremely high availability and durability, for our MoneyGuide document vault integration, with the intention to migrate more client documents in the future.

IT/Infrastructure

Our IT teams continue to ensure site security with regular reviews and improved vulnerability detection and scanning. You may also notice improvements as we begin migrating all of Tamarac’s storage to a new, faster storage area network (SAN).

IT/Infrastructure

 

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Learn More - Watch the Release Video

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