Data and Database Management Software
Portfolio Management Software includes reporting application.
Press Release Summary:
Via integrated, dynamic reporting application, Advisor View lets advisors view performance across all accounts in aggregate or by advisor, household, or any custom grouping. Functionality facilitates building of custom dashboards for daily monitoring or drilling down into specific report details. In addition to support for designing custom PDF performance reports, features include brand- and permission-based portal and document vault capabilities for online document exchange.
Original Press Release:
Tamarac Adds Advisor View to Its Integrated Portfolio Management Suite
Advisor View includes a dynamic reporting application, an intuitive interface to build PDF performance reports and a customizable customer portal with document vault
SEATTLE -- Tamarac Inc., a leading provider of integrated portfolio management software and services, today announced the expansion of its integrated performance reporting offering with the release of Advisor View, a dynamic performance reporting application.
Advisor View enables advisors to view performance across all their accounts in aggregate, by advisor, by household or by any custom grouping. Advisor View makes it easy to build custom dashboards for daily monitoring or to drill down into specific report details.
Advisor View empowers advisors with the ability to design custom PDF performance reports that enhance their brand. The Advisor View portal can be branded and permissioned to clients for anytime access to the health of their portfolios. By using the application's document vault capabilities, advisors can easily exchange documents with their clients online.
"We have been using Tamarac's PDF performance reports for the past few months and our clients have been very pleased with the professional look and feel of the output," says Ethan Broga, COO at Empirical Wealth Management. "Now that we've added the dynamic performance reporting and customer portal functionality of Advisor View, we will be able to monitor the health of our business at a glance and deliver a whole new level of service to our clients in the form of real-time online performance."
Advisor View works specifically with Schwab Performance Technologies® PortfolioCenter® as a reporting overlay. Advisor View calculates performance daily, which enables the application to update reports instantly when custom date ranges and report settings are specified.
Integrated with Advisor CRM, Advisor Rebalancing and PortfolioCenter, Advisor View sets up online access for all clients with the click of a button--pulling client account and contact information from the portfolio accounting system and CRM. Password management for client portal access is also automatically managed.
"Advisors have had limited resources when it comes to self-service tools which can provide custom performance reporting and instant access to pertinent account information," says Stuart DePina, CEO of Tamarac. "Advisor View provides a single view of firm-wide performance that can be instantly customized to meet the data needs of the advisor. At the same time, advisors can dramatically improve their client communications by providing online access to performance in a secure and welcoming application that strengthens the firm's brand."
About Tamarac Inc.
Tamarac provides an integrated suite of web-based portfolio management software and outsourced portfolio services to nearly 400 independent registered investment advisors that collectively manage over $150B in assets. Tamarac has the unique perspective of consulting with thousands of advisors since its inception in 2000 to improve efficiencies in their back-offices and successfully transition them to a superior portfolio management process.
For more information, visit www.tamaracinc.com.
