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September 2014 - What's New in Advisor View

Contents

Highlighted Features

Add Merged Field Text to Custom Sections and Headers/Footers

Set PDF Template Permissions to Public or Private

Assign up to Ten Benchmarks to an Account

Customize Row Labels for Rows and Columns

Report Updates

New Market Charts Report

New Market Cap Field

Days to Long-Term for Unrealized Gains & Losses

Comparative Review - Separate Columns for Contributions and Withdrawals

Comparative Review Total Row Updates

New Columns for the Transactions Report

Sample Annualized Deviation Calculation for Account Analytics

Price Columns for the Securities Page

Choose the Sort Order for the Realized Gains/Losses Report

Report on Historical Return Fields

Billing Updates

Set Billing Statements to Show Rounded Bill Amounts

Indicate Accounts with Beneficial Billing Rate Tiers on Billing Statements

Search Enhancements

Corrected Issues

Usability Enhancements

Learn More - Watch the Release Video

 

Highlighted Features

Each release of Advisor View is chock-full of new features and enhancements. To emphasize some of the most important, we list them in the Highlighted Features section of the release notes.

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Add Merged Field Text to Custom Sections and Headers/Footers

It’s now easier than ever to set up custom sections and headers/footers for your PDF reports. You can type freeform on the Edit Text screen, and can insert standard text at any point by double-clicking a merge field option, or clicking it and then clicking the button. You can also format specific text instead of having to format the whole message. The available merge fields are customizable, and you can create your own merge fields to be used on this screen.

The new simplified process combines Standard Text and Custom Text so that you don't have to add them separately as before, and can instead enter and edit your text from a single text object.

IMPORTANT

As a result of this change, some users may notice font changes to existing custom pages, including spacing and font layout. After this release, please take a look through your PDF reports to ensure everything looks as expected.

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Set PDF Template Permissions to Public or Private

You can now set PDF templates as public or private, and assign permissions to protect PDF templates from being inadvertently altered or deleted. You can identify who owns PDF templates and who last modified them which provides an audit trail. You can also choose who can access a template, and whether users have read-only or edit access.

Setting user permissions helps reduce the number of unapproved or miscellaneous templates created across your firm. Users will see only the templates they have access to.

When a PDF template is created, it will only be available to the owner/author and administrators until other permissions are granted. You can assign permissions to both users and user groups—when you assign user groups, users can share a template with other users, as long as they're in the same user group.

You can set these permissions on the User Management page, when you select PDF Templates in the Manage list. The release will not restrict any existing PDF Template permissions for you, so you will still have all your current permissions until you change them.

Other permissions that you can set include who can:

Learn More >>

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Assign up to Ten Benchmarks to an Account

If you maintain your accounts and groups in Advisor View, we have increased the number of benchmarks you can assign to an account. You can now include up to 10 benchmarks per account/group. With more benchmarks, you can improve the evaluation of your investment performance and track progress against multiple indexes.

Learn More >>

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Customize Row Labels for Rows and Columns

You can now customize the row and column names for your dynamic reports, allowing you to match your client portals to your PDF reports and ensure alignment with the terminology your clients are familiar with.

For the dynamic reports, you can now single-click a selected column or row and make all your changes in the Formatted name box.

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Report Updates

We’re continually striving to ensure that you can add the information you want on your reports. Based on your feedback, we’ve made the following changes to your reports.

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New Market Charts Report

We have added a new dynamic Market Charts report, which allows you to see market data and charts without leaving Advisor View. You can view 15 minute delayed prices for Dow Jones, AMEX, NYSE, NASDAQ and S&P. This report is available in the Reports menu and can be added to your Dashboard page. You can also add it to client views and set user role permissions for this report.

You can search for any symbol on the Dow Jones, AMEX, NYSE, NASDAQ or S&P by typing the symbol in the Symbol Lookup box. You can also add benchmarks and more by clicking the Chart Options button.

Learn More >>

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New Market Cap Field

We have added Market Cap as an available column for the Holdings report. Market Cap is available as a new security property for the Equities security type if you are maintaining securities in Advisor View. It has also been added to Upload and to the Security Information report type in Bulk Reports. 

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Days to Long-Term for Unrealized Gains & Losses

We added Days to Long-Term as an available column for the Unrealized Gains/Losses report. This column is only available if you select the Show lot level detail check box when you edit the Unrealized Gains/Losses report.

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Comparative Review - Separate Columns for Contributions and Withdrawals

We’ve split contributions and withdrawals into separate columns on the Comparative Review report.

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New Columns for the Transactions Report

We added three new columns to the Transactions report: Price, Realized Gains/Losses and Total Cost. We also added a Group by activity type check box, so you can now group by activity, with a subtotal for net amount and amount.

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Comparative Review Total Row Updates

We updated the Comparative Review report so that column values now add up for a group "total" row.

If a group’s inception is before the date period start, each account is reported as if the account existed for the entire date period, even if an account’s inception is after the date period start.

If a single account’s inception is after the date period start, however, and it is not reported in a group, then partial data will be reported.

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Sample Annualized Deviation Calculation for Account Analytics

Currently, the Account Analytics report uses an annualized standard deviation calculation. In some cases, you may wish to use a sample annualized deviation calculation for analytics. If you prefer to use this method, please contact your Tamarac service team. 

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Price Columns for the Securities Page

The Securities page, accessed from the Setup menu, now has a Price column. You can edit the Securities view to choose this column. Price is a non-editable field, and also shows as an amount in parentheses next to the symbol at the top of the Edit Securities page.

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Choose the Sort Order for the Realized Gains/Losses Report

We updated the Realized Gains/Losses report so that you can choose how to sort your transactions. The report allows two sorting methods, and you can specify an ascending or descending order for each method.

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Report on Historical Return Fields

You can now run bulk reports on fields related to historical performance numbers.

All bulk reports except Security Information can also display these new fields:

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Billing Updates

We added two new options that allow more flexibility and customization for how you view your billing statements.

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Set Billing Statements to Show Rounded Bill Amounts

Although you've had the option to round billing amounts at the billing definition level, we have now made it possible to round your bill amounts for the billing statement at the billing group level.

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Indicate Accounts with Beneficial Billing Rate Tiers on Billing Statements

You can now customize your billing statements to show which accounts have a better billing rate (for example, your ERISA accounts). The breakpoints for these accounts will be different than the breakpoints for your other accounts.

To mark the beneficial billing rate accounts with an asterisk on the billing statement, click the Beneficial billing rate tier treatment check box in the Billing section of a PDF Template.

For more information about creating a billing statement, see Billing Statements.

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Search Enhancements

To help you find the information you want, we've made the following search enhancements:

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Corrected Issues

We've corrected the following issues in this release:

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Usability Enhancements

We've made the following changes to make Advisor View even easier to use:

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Learn More - Watch the Release Video

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