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July 2016 - What's New in Advisor View

Contents

Client Portals and Menu Bar

Reporting

See Intraday Value Change in Dollars for the Dynamic Holdings report

Expanded capability for Manual Security Snapshots

Usability

Discontinued Support for Internet Explorer 10

 

Client Portals and Menu Bar

customize the New Look for Your Client portal

We're excited to introduce dramatic enhancements to the client portal that allow you to better engage your clients and appeal to the next generation of investors. You can now create a highly customizable client portal experience for your clients that matches your branding.

The new look is streamlined and we added functionality that can greatly improve the way you and your clients interact with the data you need. We'll continue to add client portal enhancements in upcoming releases as well, helping you keep your clients engaged and providing you with a competitive advantage in the industry.

Your existing client portal views remain unchanged, so you can take time to set up and perfect the new views before rolling them out. You will see your existing views under Classic Client Views on the Client Reporting menu.

Important

When you upload the Client Information data set, you will only be able to upload for the new client views, and will no longer be able to upload for the classic client views.

However, you will have two columns on the Client Information bulk report which show the type of view assigned to each client:

You can roll out the new client views as soon as you're ready, and we've expanded the Client Views screen so that your processes will be more efficient. You can now set up a report once and add that customization to multiple client views—saving you from recreating the report for each view.

With the new client portals, you'll be able to:

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Match your branding with a new Menu bar and New default colors

As part of our commitment to creating the best possible experience for you and your clients, we're working to make the site navigation more intuitive and streamlined. With this release, we resized the menu bar so that more screen space is available for your data. You'll now be able to fully customize the menu colors to match your brand, visually identifying Advisor View as part of what your firm offers. The initial default color you'll see after this release is blue, which you can easily adjust to your firm's preference, previewing your choices to see exactly how they will look.

We're providing quick access to the Dashboard with a new icon, and an updated user area will allow you to personalize your site with a profile photo. You'll also see an announcement notification on the menu bar that will alert you to unread announcements so that you can quickly see information about holidays due to market closures, site maintenance, or other important and time-sensitive communications.

We also made small changes to some menu names and moved the Composites menu and its related options under Reports. The names of your User Management page permissions have been updated to reflect the new location, but your current permissions remain unchanged.

For more details about these enhancements, we've prepared online lessons that walk you through everything you need to know.

We highly recommend that you take time before the release to:

> Create a Logo with a new background color

Because the new menu bar takes up less vertical space on your screen and has new default colors, your existing logos may need to be updated. We will resize your logos while maintaining a 4.5:1 aspect ratio to avoid distortion, but you may want to consider changing the background color. We recommend that you set a transparent background color for the logos on your site and client portals. Otherwise the logo will display on a solid-colored field that may not match your menu bar.

If you have a white logo, however, you may not want a transparent background. A white logo with a transparent background would be invisible on any page with a white background. Also, the logo assigned to the Household is used for clients' login screens and automatic client portal emails—if you use a transparent background, clients would be unable to see your company logo in these locations because the screen backgrounds are white. In this case, we recommend setting the logo background color to match the color of your menu bar.

Each Household has an assigned logo on the Settings page, and you will select your internal logo on the redesigned Themes page under the Setup menu. If you want to replace an existing logo, you will need to contact your Tamarac service team and provide the name of the logo you want replaced.

Note

As you create new logos going forward, there are some important things to keep in mind:

> Plan colors for your menu bar and menu text

Prior to the release, you can work with others at your firm to select the colors you'll use for your internal site and your client portals.

If you like the default blue menu with white text, you won't need to make any changes. If you have a blue logo that would blend in with the default background, or if you prefer a custom color scheme, having an approved plan makes the transition quick and easy post-release—you'll be ready to enter your chosen hexadecimal color codes (e.g., #000000), preview your chosen colors, and then save your theme.

Note

Our default hexadecimal color codes are:

#2C5172 #51708A #4EADDC #FFFFFF

 

> Set custom chart colors for reports

We're updating the default colors for report charts to bring you a simpler, more modern look.

To take advantage of the new default colors, you can retain your default settings and you'll automatically see the new color sequence after the release. If you were using the old default colors and want your reports to look the same, you can configure custom colors on the Themes page under the Setup menu.

> Set New options on the My Profile menu

The My Profile menu has been expanded to include contact information and profile details that your firm can add to a Service Team page on client portals. The Service Team page can include any of the information you enter, if your role is included on the page.

Your firm can choose whether you're able to set up your own profile information, or whether an administrator manages your information. If you have permission, you can edit the information by clicking the My Profile menu at any time. You can then add a photo, contact details, and additional details such as types of experience or links to related web sites.

If you don't have permission, you'll still be able to manage your password and dual factor authentication settings on this page, but your photo and profile details will be view-only.

Note

Administrators cannot see your password or change it.

You can send your administrator requests to change your profile information and he or she will be able to select your profile on the My Profile page.

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Reporting

Charts on Dynamic reports are Interactive

We think you'll be excited about the interactivity we've added to dynamic reports, making it much easier to identify and focus on the data that you want to see. With the interactive features, you'll now be able to show/hide data points, see details by hovering over a data point, zoom in, and scroll through a zoomed area. You and your clients will see a modernized look, with new chart colors for the default settings, and a new donut chart option. You'll also be able to print your dynamic charts by clicking a print button on the page.

The dynamic reports that include this interactive functionality are:

By interacting with the data, you'll be able to identify and use it more easily. For example, you can hover over a category in a pie chart and see details display, as well as seeing the category highlighted in the table below so that you can quickly find the information you want. If you have two pie charts on the page, you'll see the category highlighted for both so that you can quickly see how everything relates.

If you hover over a category in the table, you will see it highlighted in the pie chart, and if you click on the category, you can hide it from the chart. In the example below, the US Equities category has been hidden, and we also used the new donut display option to simplify the look of the chart.

Along with the new interactivity, you'll also see that the pie charts now start at 12:00 instead of 3:00, and titles are now shown above the charts. You can also choose to display the charts next to your data, rather than above it.

Most of the same functionality is available for scatter plots—you can hover anywhere to see the data for the point you selected and show/hide categories so you can reduce distraction or add detail. In addition, with scatter plots you can zoom in to areas you want to view more closely by clicking and dragging in the desired area. You can then scroll through that zoomed view by pressing the shift key and dragging your mouse through the area. Bar charts allow zooming as well, along with clicking to display related details.

You'll also see a simplified dynamic bar chart for the Asset Allocation report, and when you compare current allocations with target allocations, you can see the same data with one set of bars now, instead of two sets. A line within each bar indicates the target allocation—the line starts at the minimum weight and you'll see a vertical mark that indicates the target weight. This visual consolidation of current and target allocations provides a fast and simple way to identify what you want to focus on.

Note

PDF reports will now drop the Asset Allocation section when there is no data to report, and you'll be notified that no data was available.

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See Intraday Value Change in Dollars for the Dynamic Holdings report

With this release, we made it possible to compare value changes in dollars throughout a day. If you use Advisor View as your data source and the report is using real time pricing, you can add this information as a tile on the dashboard.

You will also have a new available column for Intraday Value Change ($) on the dynamic Holdings report. Negative values will show in red text, and positive values will show in green text.

If you are interested in enabling real-time pricing for your firm, please contact Account Management.

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Expanded capability for Manual Security Snapshots

You've asked us to add functionality to our manual security snapshots and we're excited to offer you many new features with this release.

Because we're committed to expanding our reporting, we'll be offering additional enhancements in upcoming releases as well. With Manual Security Snapshots, you can now:

> New and Updated Fields

When you create or edit a snapshot, you'll see new fields on the Create Snapshot page, as well as some updated functionality for existing fields.

Now you can:

> Column Changes

For the following reports, the Open Date column will now reflect the date of the first snapshot for manual security positions on the account:

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Usability

Discontinued Support for Internet Explorer 10

In order to incorporate the latest features of modern Web browsers, we’re discontinuing support for Internet Explorer 10 as of July 2016.

Important

Please take the time to upgrade to Internet Explorer 11 or later. We are committed to continually improving the products and services we offer, and we want you to get the most out of new functionality we are developing.

If you are using Internet Explorer 10, you may find that some features no longer work properly after July 2016. If you have any questions, please contact your dedicated Tamarac service team at TamaracSupport@envestnet.com.

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