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November 2024 - What's New in Advisor View
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Over time, we have made enhancements to make using the Tamarac platform better for you. We are excited to introduce to you the Tamarac Report Builder, our latest product feature that revolutionizes the way you analyze your investment data. With this powerful new tool, you will be able to build reports as you’ve always wanted to—with more flexibility than ever, pulling the right data from the right place, customizing it, and displaying it intuitively. In this initial beta version of the tool, you can seamlessly combine holdings and performance data into a single, comprehensive table. This is only the beginning. We will continue to introduce changes over the next several months.
With Tamarac Report Builder, you’ll be able to:
Drag-and-Drop Interface
Add modules to a reporting section via a drag-and-drop interface. Once you add them, you can reposition the modules.
Live Data Preview
View live client data as you build and customize reports, ensuring an accurate view of report content. This allows you to see how the report will appear before confirming.
Unified Data Integration
Combine Performance and Holdings data in the same table, removing previous silos and allowing for integrated analysis.
Enhanced PDF Customization
Choose PDF output with complete control over page space, minimizing white space. Apply themes, add headers and footers, and configure column widths for precise reporting.
Template of Templates
Supplement existing PDFs with new custom reports created through the Report Builder Beta. Link your custom report to pre-configured templates using Templates of Templates.
If you would like to be included in the Report Builder Beta program, please reach out to your Support team to request access.
If you use Tamarac’s Unified Managed Accounts (TUMA) integration, you can select from products in Envestnet’s Research Center when choosing investments for your UMAs. With this release, we’re providing a direct link to Envestnet’s Research Center with the new RIA Marketplace saved layout where you can view zero platform fee Fund Strategist Portfolios (FSPs) managed by select Envestnet partner managers.
Envestnet’s RIA Marketplace allows you to expand your investment capabilities and gain access to additional money manager expertise to help you deliver personalized portfolio management that aligns with your clients’ evolving financial goals and expectations.
If you have the TUMA integration, you don’t have to do anything to see the RIA Marketplace direct link. This will happen automatically with the release. When you visit the Envestnet platform, you’ll see a banner notifying you of the change.
TUMA and the RIA Marketplace can significantly enhance your operations, freeing up more time to spend with your clients. If you don’t already use these features, when you visit the Envestnet platform, you’ll see a banner inviting you to contact us to learn more.
We know that PDF reports are a vital part of how you present information to your clients. Any time you present information to your clients, you use disclosures to protect your organization and set your clients' expectations. To help with branding consistency and to ensure that all PDF reports in your organization feature a disclosure page, with this release, you can now designate mandatory first and last pages for all PDF reports
This feature gives you more control over your PDF templates by mandating that all PDFs include a firm-approved cover page and disclosure. This allows for consistent branding and provides compliance and transparency.
