Comprehensive Performance Reporting
Advisor View is an intuitive web-based application with powerful portfolio analysis, flexible reporting, and extensive billing capabilities. Advisor View produces professional client-facing PDF reports that you can build, edit, and generate at any time. Engage your clients online with a built-in client portal that provides custom portfolio dashboards, dynamic performance reporting, a document vault, and client communications.
Empower your staffAdvisor View places the portfolio information your staff needs to be successful at their fingertips in an easy to navigate and rewarding user interface. Each member of your team can define a custom dashboard and segment accounts by advisor, household, firm-wide, or any custom grouping. Easily edit and run dynamic reports and drill down to actionable account details.
Advisor View calculates daily intervals, giving you the flexibility to view the information you want to analyze or present.
Analyze riskChart risk-adjusted comparisons to benchmarks and indexes for your client portfolios. Customize reports with relative statistics and portfolio metrics to better manage risk-adjusted returns. Report options include standard deviation, Sharpe ratio, alpha and beta, upside/downside capture, information ratio, and more.
Engage your clients onlineBrand the integrated client portal with your company logo and give clients secure access from your website, specifying how each client’s portfolio dashboard is presented and the reports and information each client can access.
Easily manage your client communications and document exchange with the client portal document vault. Post documents and messages to your clients and give them a platform for corresponding and sending documents back to you in a secure platform that maintains a historical record.
Integrated and accessibleThe Advisor View reporting functionality is accessible directly from Advisor CRM at the account or household level, and it looks and works great on a tablet.
Automate complex billing scenariosAdvisor View streamlines your billing process and delivers an array of customizable billing options, so you can bill clients based on their preferences. Bill at various rates, bill in arrears or in advance, exclude certain assets from billing, and apply discounts at the account or household level.
Billing features include:
Average Daily Balance BillingInstead of using the beginning or ending market value of a security to determine the rate schedule to apply, Advisor View can use the average daily value of the portfolio to determine the appropriate fee.
Unlimited Rate TiersCreate an unlimited number of rate tiers. Fees can be based on the value of the total portfolio, asset classes, sectors, subsectors, or security types.
On-Demand BillingRun billing statements during the billing cycle to recognize fees for new accounts, closed accounts, or projected revenue.
Multi-Level ControlApply discounts at the account, billing definition, or billing group level.
Online Billing StatementsQuickly post personalized billing statements to the client portal for online viewing.
ReconciliationManually or automatically reconcile payments for your services. You can mark payments as unpaid, paid, or partially paid and run reconciliation reports to track your outstanding fees.
Outsourced portfolio accounting servicesPerformance reports and overall portfolio management is reliant on timely and accurate data. As a client of Envestnet | Tamarac, you have the option to outsource your daily trade reconciliation, portfolio audits, and cost basis calculations to our experienced portfolio management team. Outsourcing frees up your staff to focus on revenue generating activities while ensuring that you’re always working with the most current data and compliance requirements are being met.
Deliver professional performance reportsAdvisor View makes building professional performance reports a simple process. The easy to navigate report designer puts you in control with a wide range of portfolio data and report options. Add your own custom cover and header/footer graphics to support your firm’s brand. Bundle client-specific letters and custom content using the document assembly functionality.
Dramatically abbreviate your quarter-end process with automated report generation and online delivery to clients via the portal. In one click you can generate a custom PDF performance report based on each client’s individual needs and e-mail each client with a notice that reports are now available for online viewing.
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With Advisor View, my firm is almost completely paperless. We send invoices, monthly and quarterly reports, and market updates to the customer portal with the click of a button. It has been a total game changer.
Tom Paulus, President
Weathervane Wealth Management
Weathervane Wealth Management