Benchmarks

When evaluating the performance of any investment, it's likely that you'll want to compare it against an appropriate benchmark. Advisor View includes hundreds of indexes that you can use to gauge the performance of an account or household, including the S&P 500, the Dow Jones Industrial Average, the Russell 2000 Index, etc. Advisor View features over 370 indexes that you can assign to accounts and groups.

Blended Indexes

Tamarac offers an extensive library of indexes that you can use and blend together to create your own custom indexes. For a complete list of the indexes available in Advisor View, visit List of Available Indexes.

Custom Indexes

With custom indexes, you can upload any index data you want. Simply upload a CSV files using the Advisor View specifications.

Target Allocations

Use target allocations to track and compare account holdings to account targets. Target Allocations make it easy for you to compare the holding goals at the account and group levels and help you determine if you need to adjust the holdings based on the investment policy of the portfolio.

Dates and Date Periods

Learn to set up your dates here and use them on your reports to maintain consistency.

Themes

Themes allow you to change the colors and options used in pie charts, bar charts, line charts, and the menu bar. Unlike PDF themes, report themes apply to dynamic, PDF reports, client portals, and the mobile app.

Customize Terminology for Managed/Unmanaged Assets

You can choose the terminology used for managed and unmanaged assets in your reports. For example, you may prefer to change the default terms "Managed Assets" and "Unmanaged Assets" to "Supervised Holdings" and "Unsupervised Holdings."

How Reports Handle Unmanaged Assets

Learn about excluding securities from performance to mark them as unmanaged assets, and how different reports can handle reporting on managed and unmanaged assets.

Ticker Links

Learn now how to enable or disable ticker links for reports.