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AdvisorStream Integration
Tamarac has partnered with AdvisorStream to provide you with a dedicated feed of industry news, practice management, research, white papers, and CE credit resources available directly on the Reporting dashboard in a Custom Web Page widget.
Powered by AdvisorStream Connect, this new service gives you one-click access to daily content from industry-leading publications including ThinkAdvisor, InvestmentNews, Bloomberg, Financial-Planning.com, and RIABiz.
To learn more about AdvisorStream's products and digital marketing services, please contact AdvisorStream at 877-761-7036, info@advisorstream.com, or www.advisorstream.com.
To add the AdvisorStream news feed to a Custom Web Page widget to your Reporting dashboard, follow these steps:
To open the Dashboard, click 
on the menu bar.
On the Dashboard page, click Add Report.
In the Choose a report list, choose Custom Web Page and click Add. Advisor View adds the report to your dashboard.
Copy and paste the following address into the URL field: https://my.advisorstream.com/communication/advisorwebsite/eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJwayI6Mjg5MX0.1r7NrWjlqqmWJkBa9hcHiyyF3oPePY6lUc7ovrD_tdM/render/
Complete the remaining settings:
| Field Name | More Information |
|---|---|
| Report Name |
Type a name for the report. This report name will appear above the dashboard module if you select the Show report name check box. |
| Section |
Choose the section of the web page you want to add to the dashboard. In most cases, you will select Body. |
| Height |
It is recommended that you set the height to 400 px. Adjust the height based on your personal preference. |
| Show Report Name |
Select this check box if you want the name you typed in the Report Name box to appear above the dashboard module. |
| Allow Scrollbars |
Select this check box. This allows you to scroll through the content in the widget. |
Click Apply.
