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June 2021 - What's New in Advisor View
Previously, generating PDF reports for more than 1,000 groups or accounts required you to generate the reports in multiple batches that you downloaded individually from the PDF Report Status page. This release, we've streamlined the process so you can post PDF reports directly to an FTP folder, then save the batch files from there.
For firms who use a third-party document management system, these files include metadata that allows you to make Tamarac PDF reports available to your third-party system in a useful format.
To post a report directly to your FTP folder, select Post to FTP when generating a PDF report from the Accounts or Households page.
You can also set Post to FTP as a client preferred delivery method so that you can generate PDF reports in bulk even when all your clients don't access reports the same way.
To enable this feature and configure the destination FTP folder, contact your Tamarac Service team.
For more information, see Post a PDF Report to an FTP Folder.
MoneyGuide MyBlocks offers your clients powerful financial planning tools, supporting them in becoming more active, knowledgeable participants in their own financial wellness.
With this release, you can put these tools where your clients are already looking for their financial information: the Tamarac client portal. Add a MoneyGuide MyBlocks dashboard tile to the client portal dashboard to give clients single sign-on access to their MyBlocks account directly from the Tamarac client portal.
Configure the title, color, and text displayed on the tile to fit your firm's needs. For clients who do not have the MoneyGuide single sign-on enabled, choose custom text or hide the tile completely.
When you add the MoneyGuide MyBlocks dashboard tile for a client, MyBlocks will become the default landing page when that client uses single sign-on to access MoneyGuide from Tamarac.
To learn more about how to enable and configure the MoneyGuide MyBlocks client portal dashboard tile, see Single Sign-On to MoneyGuide MyBlocks From the Tamarac Client Portal.
Customize your firm’s experience by designating a specific landing page to open when users sign in to Tamarac using single sign-on.
Previously, when you accessed Tamarac using single sign-on, the landing page was the main dashboard. With this release, you can now choose which page to send firm users or clients to when they use single sign-on. You can create multiple single sign-on links from your site to various pages in the Tamarac platform, giving your users faster access to the information they need.
For example, if advisors at your firm typically spend a large amount of time working from the Holdings page, you can configure your single sign-on so that the Holdings page opens first when advisors sign in, while maintaining a separate single sign-on link for clients that takes them to the main dashboard.
Contact your dedicated service team to enable this feature.
The FIDx Insurance Exchange allows you to view and recommend annuities as part of your clients' financial wellness strategy. This release, we increase your ability to manage all the pieces of your clients' financial picture in one place by giving you access to FIDx from the Household page in Tamarac.
To enable access to FIDx from Tamarac, contact Tamarac Account Management at TamaracAM@envestnet.com. In order to enable access you firm must have an active MoneyGuide integration.
For more information, see Access the FIDx Insurance Exchange from Tamarac Reporting.
This release, we add an additional layer of security to prevent outside interference, introducing token validation to guard against Cross-Site Reference Fraud (CSRF) attacks.
As part of our ongoing effort to improve speed and reliability on the Tamarac Platform, we are continuing to make enhancements under the hood. This table highlights improvements we made since our last release:
| Improvement Made | Type of Improvement |
|---|---|
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We have a new audit that helps us identify and resolve potential security type errors earlier, helping you get cleaner data faster. |
Code/Database |
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We've made some changes under the hood that speed up the morning sync process, particularly for large firms. |
Code/Database |
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We've improved a key calculation algorithm to speed up transaction processing time to get you accurate data faster. |
Code/Database |
