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December 2019 - What's New in Advisor View

Contents

Integrations

Introducing Reconciled Linked Accounts and Streamlined Linked Account Management

Enable eMoney Single Sign-On With a Bulk Report and Upload

Reporting

Clarified Comparative Review Report Subtotals

Performance History Report Settings Changes

Improved Performance While Running Bulk Reports

Learn More - Watch the Release Video

 

Integrations

Introducing Reconciled Linked Accounts and Streamlined Linked Account Management

If you're like most advisors, you manage investments for clients who have financial relationships outside of your firm, such as outside investment accounts, savings and checking accounts, loans, credit cards, and more. You may also have accounts with custodians that don't come into Tamarac through your regular data feed. Now you can see more detail about some types of accounts, view them alongside your standard Tamarac accounts, and see them in dynamic and PDF performance, holdings, and transactions reports.

Through Yodlee, Tamarac offers three types of linked accounts: 

> The Updated Aggregated Accounts Page

Use the new Aggregated Accounts page to see and manage all the types of linked accounts in one place.

On the Aggregated Accounts page, you can take these actions:

Find the Aggregated Accounts page under Accounts.

Permissions

You can only use the Aggregated Accounts page to manage linked accounts if:

Administrators automatically get access to the Aggregated Accounts page.

> Changes to Existing Linking Workflows

The Aggregated Accounts page is intended to be the place where you do all linked account management. You can still add manual assets and liabilities and link balance-only accounts in the Household if you want to. But with this release, the linked account and Yodlee information that previously lived on the Clients page or in a client record moves to the Aggregated Accounts page.

Note

Your clients still add and manage linked accounts and assets and liabilities through Assets & Liabilities in the profile menu on the client portal.

> Learn More

For more information about linked accounts, see Understanding Linked Accounts.

For more information about the new page, see Using Views and Filters on The Aggregated Accounts Page.

For more information on linking accounts with Yodlee, see Yodlee Integration.

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Enable eMoney Single Sign-On With a Bulk Report and Upload

The existing eMoney single sign-on (SSO) lets clients navigate smoothly between their Tamarac portal and eMoney, demonstrating your value in keeping their financial plan on track.

We've made it easier to set up multiple clients at once with the eMoney SSO using the new Enable single sign-on to eMoney column in the Client Information bulk report and upload. Set the column to Yes in the upload to enable the eMoney SSO for clients.

For more information, see eMoney Integration.

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Reporting

Clarified Comparative Review Report Subtotals

With this release, we made subtotaling on the Comparative Review report more comprehensive. Now, all data points will display subtotals.

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Performance History Report Settings Changes

As part of our continuing commitment to enhancing your reporting experience, we improved the Performance History PDF template with the following changes:

To learn more about the Performance History report, see Performance History report.

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Improved Performance While Running Bulk Reports

We made some under-the-hood improvements that will keep Tamarac working smoothly while you're running large bulk reports. We think you'll be pleased with way these adjustments improve site performance.

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Learn More - Watch the Release Video

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