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February 2020 - What's New in Advisor View

Contents

Reporting

See More Detail in Performance History Report Subtotals

Integrations

Start Digital Account Opening With Fidelity Wealthscape™

Allow Clients to Open MoneyGuide Play zone® From Tamarac

Learn More - Watch the Release Video

 

Reporting

See More Detail in Performance History Report Subtotals

We've made it easier to find what you're looking for on the Performance History PDF template. Before, some column subtotals were intentionally left blank on the report due to data constraints. Now we're able to fill in a few more subtotals:

For more information about the Performance History PDF template, see Performance History Report.

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Integrations

Start Digital Account Opening With Fidelity Wealthscape™

When it comes to opening new accounts, filling out the paperwork is often time consuming. You have to look up and enter the account owner's personal details—and it's so easy to make a typo. That's why we've added the Start New Forms action for firms using Fidelity Wealthscape™.

With Start New Forms, you can pre-populate fields in account opening forms on Fidelity Wealthscape™ using client and Household data from Tamarac instead of manually entering that information. Digital account opening has never been easier.

To use digital account opening in Tamarac:

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Allow Clients to Open MoneyGuide Play zone® From Tamarac

As an advisor, you want to help clients access all their information as seamlessly as possible. Even though client data may be shared across the Tamarac portal and MoneyGuide Play Zone®, you can provide a more unified portal experience to clients by enabling single sign-on access between Tamarac and MoneyGuide.

Once enabled, clients can access the MoneyGuide Play Zone® by clicking MoneyGuide under the profile menu when they log in to their Tamarac client portal.

As you set up access for your clients, bear the following in mind:

Learn More >>

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Learn More - Watch the Release Video

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