Introducing Advisor 8

What's new in Advisor 8?

• Ability to save multiple custom account searches for quickly isolating target accounts and aid in daily portfolio monitoring
• Custom search criteria can be added to any accounts
• Cash reserves received an expiration date to facilitate better management of cash inflows and outflows
• Users can upload many files at once into Tamarac to make integration with other systems more seamless
• Models allow users to enter many different security groups for a single model, making it even easier to managed accounts with different security lists
• Tamarac pre-formatted trade files now support Pershing, in addition to Schwab, Fidelity, Pershing, TD Waterhouse, CheckFree, DataLynx and others
• New reports have been added showing potential trades at the account and block level
• Additional compliance and tax-lot posting reporting showing trades at the lot level
• New customizable reports were added (Rebalance, Cash Management, Directed Trade, Rebalance Review and Trade List)
• Rebalance summary report has added interactivity to create trades and edit proposed trades directly from report
• New rebalance screen allows users to easily search for accounts and change rebalance settings on the fly
• New cash management screen allows users to automatically raise or invest cash in accounts
• New rebalance review screen allows users to quickly view all accounts that have been rebalanced, view trade recommendations and make any edits before generating a trade file
• New dashboard page gives a snapshot of critical account information and ability to quickly take action
• Account Quick Find feature allows users to easily create a working list of accounts
• Security Restrictions, Industry Group Restrictions and Wash Sales were combined into one easy to view page
• Maintain Securities was broken out into functional specific pages for ease of use
• Applying directed trades automatically rebalances accounts for fewer clicks
• Family Account and family members are shown on the account maintenance pages
• New drop down navigation means fewer clicks and greater efficiency
• New Upload allows for uploading of larger data sets, XSL and XLSX files
• New Portfolio Center specific upload was added
• Fund specific fee exclusions were added to the maintain securities page