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July 2018 - What's New in Advisor View

Contents

Usability

Updated PDF Template Page Look and Feel

Intuitive Visual PDF Dashboard Builder

New Look for PDF Charts

Account Templates for New Accounts

Toggle Report Ticker Links on or off

Reporting

Track Client Portal Dynamic Report and Page Usage

See How entities are Connected with the Relationship Diagram

Additional Fields for Household Information Bulk Report

Integrations

Enhance Productivity With LifeYield Integration

Learn More - Watch the Release Video

 

Usability

Updated PDF Template Page Look and Feel

Tamarac's powerful PDF reporting templates offer unparalleled customization—which can also make it challenging to find the exact setting you want. With this release, you'll find a host of updates that make creating PDF reports more straightforward than ever.

When you open the PDF Templates page, you'll notice the following improvements:

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Intuitive Visual PDF Dashboard Builder

Dashboards help break down what can be an overwhelming amount of information. This holds true for PDF reports, where dashboard sections allow you to highlight important metrics for clients. The new PDF dashboard builder, which you'll see when you add a Dashboard section to a PDF template, offers more features than ever for building engaging and beautiful PDF reports.

With this release, you'll notice the following changes to how you build PDF dashboards:

>> Visual Layout

Build a dashboard in the new visual editor and see changes as you make them.

>> Drag-and-Drop Panel Resizing

After picking a basic layout, drag and drop panel borders to customize panel sizes. Charts resize automatically to fit the panel.

>> User-Friendly Settings Layout

You'll see all the same report settings as before, now displayed in a more organized and accessible way.

Learn More >>

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New Look for PDF Charts

In order to maintain the high quality PDF reporting you've come to expect, we slightly modified the appearance of charts in PDF reports. We think you and your clients will appreciate this cleaner, more modern look for PDF charts, which matches what you see on dynamic reports.

Notes

Important

While PDF charts are rendered using the same hex codes, you may notice that colors look slightly differently on the new PDF charts.

The following are some of the changes you may notice:

Pie Charts

Allocation Over Time Chart

Note

In PDF reports, this chart is sampled at the following rates:

When Plotting This Many Years Data Sampling Frequency
0 to 10 years Every 1 day
10 to 20 years Every 7 days
20+ years Every 30 days

Line Charts

Follows the site theme for line gradients.

Note

In PDF reports, this chart is sampled at the following rates:

When Plotting This Many Years Data Sampling Frequency
0 to 10 years Every 1 day
10 to 20 years Every 7 days
20+ years Every 30 days

Bar Charts

Cleaner, more modern style.

Other Changes to the Look of Charts

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Account Templates for New Accounts

Opening new accounts can be a pain. There are forms, signatures, and paperwork, and once the account is finally open, the last thing you want to do is take time setting up new accounts in Tamarac. We listened and we're pleased to announce a new feature that can reduce new account set-up time: account templates.

You can speed up your new accounts workflow by first establishing account settings in your firm's default account template. Those settings will apply to your new accounts. After you open a new account, you can adjust that account's individual settings further as needed, such as defining the account's taxable status or adding an account type.

To establish your default account template, select Account Templates in the Setup menu and click Edit. This opens a slide-out pane with account settings that you're probably familiar with.

You can specify any of the available settings in your default account template.

important

Only admin users may view or update the default template.

Note

When you edit the default account template, any account settings you don't change during the edit will remain the same; a save won't overwrite those settings.

Learn More >>

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Toggle Report Ticker Links on or off

On some dynamic reports, you'll notice that when you include the column for the ticker symbol, the symbol is a link that takes you to Google Finance details for that security.

Now you can enable or disable links for each security type on a type-by-type basis. This allows you to:

To enable or disable ticker links for specific security types, on the Setup menu, under Security Settings, click Category. In the Security Type row, click Edit Categories. Click Edit next to the security type you want to edit and then set Ticker Links to Enabled or Disabled.

Note

Ticker links are enabled by default for all categories except indexes.

Learn More >>

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Reporting

Track Client Portal Dynamic Report and Page Usage

When you build a client portal view, you want to give clients access to meaningful data. But it can be difficult to know what reports and pages clients find useful and which they ignore. Do clients prefer the Transaction report or the Holdings report? Do they ever look at the Capital Flows report? We heard loud and clear that you want access to this type of information.

Allow us to introduce the new Client Portal Usage By Page widget on the Utilization report. This widget, which uses Google Analytics to rank dynamic reports by percent usage, answers questions such as:

Note

This widget only shows data for your clients. It does not show how advisors within your firm use reports.

Learn More >>

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See How entities are Connected with the Relationship Diagram

With all the different connections between accounts, groups, Households, and clients in Advisor View, it's easy to lose track of how different entities relate to each other. If you've ever felt like you need to draw a picture just to map out all these connections, you'll be happy to hear about our new relationship diagram.

This diagram helps you answer questions such as:

Example

Let's say you're looking at a Holdings report and you notice some unique holdings you didn't expect to see in that group. You wonder why those particular holdings are showing up. The first step in troubleshooting is to confirm which accounts are members of the group.

To quickly check group membership, click the button next to the Find Data For list. This opens the relationship diagram for that group, establishing that the group holding those unique securities (marked in green) is a direct member of the group you're looking at.

You can access the relationship diagram on the Reports menu under Global Reports or using the button next to the Find Data For list.

Permissions

The relationship diagram itself is permissionable. If you don't have permission to see the diagram, you won't see the button.

Administrators automatically have access to the diagram. Other users can be granted permission to access this feature under Roles > Reports | Relationship Diagram.

Learn More >>

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Additional Fields for Household Information Bulk Report

As part of our commitment to streamlining your work processes, we've made it easier than ever to get access to the Household information you need, in the format that works best for you. The following fields, which were previously only available on the Households page, are now available for export in the Household Information bulk report:

  • Associated Clients

  • Total Value Included in Billing

  • Total Value Excluded from Billing

  • Total Billed Amount

  • Associated Models

  • Associated Target Allocations

  • Associated Custodians

  • Primary Email Address

  • Primary Client

  • Enabled for Client Portal

 

For more information on bulk reports, see Bulk Reports.

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Integrations

Enhance Productivity With LifeYield Integration

If your firm uses LifeYield, you know the value of optimizing: You do it for your clients already. That's why you'll be excited to learn that we've added an integration with LifeYield that will help enhance your productivity and improve your LifeYield results. The integration includes the following:

If you would like this feature enabled for your firm, you must be approved to use the Tamarac API. If you do not have access to the API, please contact Account Management at TamaracAM@envestnet.com.

Learn More >>

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Learn More - Watch the Release Video

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