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December 2023 - What's New in Advisor View
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We know the value of the Projected Income report, and with this release, we have included several new options that will further enhance the breadth of detail that you can offer your clients.
PDF Dashboard Settings
PDF Full
The new settings are as follows:
Include non-taxable accounts (available on all report versions)
Include positions with no projected income (available on PDF and Dynamic full reports)
Show Position Detail (available on PDF and Dynamic full reports)
For more information, see Projected Income Report.
With this release, you have the ability to edit the balance history for account when viewing the Aggregated Accounts page. This new feature provides unparalleled control and flexibility in managing your client's financial data.
In the past, delinked Yodlee accounts would often appear on the Net Worth report. This occurs when the user delinks a Yodlee reconciled account that was converted to balance only. Currently, you can edit balance history for linked accounts, but now you can edit the balance history for delinked accounts as well. See Understanding Linked Accounts to learn more about linked accounts.
See Link, Edit, or Unlink Accounts on the Aggregated Accounts Page for more information.
With this release, you now have the option to use email as a dual factor authentication option. You can use the same dual factor authentication as on your desktop app. To enable this feature, contact Tamarac Account Management at TamaracAM@envestnet.com.
As a part of our continued effort to improve your experience with the Tamarac platform, we’re excited to introduce more updated reports. This update brings you a more modern and intuitive experience, keeping with our ongoing effort to enhance your experience with the Tamarac platform. The updated navigation structure of this report will simplify how you access the details from the following reports:
Updated Financial Plan Summary
For more information, see Financial Plan Summary Report.
Updated Custom Views
For more information, see Custom Views.
Updated Utilization Report
For more information, see Utilization Report.
