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Introducing Advisor 8
Client Feedback
"Our users have found the new Advisor 8 interface to be much more intuitive and are able to work more efficiently now that critical functionality is placed in more intuitive workflows" says Shane Cummings of Halbert Hargrove. "In far fewer clicks, we are able to adjust client accounts very effectively and make sure nothing vital is forgotten. Users can see security restrictions, wash sales, trade settings, and tax sensitivity all on one page simultaneously. From a management perspective this means less time spent on navigating through an application and each user feeling more confident in their mastery of the new interface. Now management is able to focus more on monitoring compliance with our trading guidelines and deadlines.
Halbert Hargrove has found the improved functionality of the new interface very useful. We have dramatically increased the speed of our periodic portfolio rebalancing. Using dedicated group filters and the new Min/Max Rebalancing functionality, we can rebalance all 1511 of our household and individual accounts simultaneously. Since the interface update has streamlined the ability of portfolio managers to fine tune each portfolio's trade settings, they also have more confidence in the system to create large blocks of trades with minimal reviewing. At the management level our ability to search for accounts that are out of compliance has been improved as well since we can now pull the numbers of accounts out of compliance for each portfolio manager rapidly. As our firm implements a new policy of opportunistic rebalancing speed is becoming vital for trading since we must be able to review and rebalance all our firm's client accounts in a day or two. The new Rebalance workflow ensures that each portfolio manager sees the accounts that are out of compliance, sets the trade settings, rebalances, and then reviews the trades before sending to the trade list. Our users have found this to be an improvement since it saves moving back and forth between tabs each time they want to review accounts that have been optimized. The Rebalance tab also allows us to export out of compliance account lists easily for management purposes.
The Tamarac team has been very accommodating in listening to our suggestions and telling us what can be changed to our liking and when it is likely to happen. Tamarac always seems to have updates in the pipeline, whether large or small, that will benefit the end user. We are very pleased to be using a product whose developers seem to be actively involved in making continuous improvements. The new user interface was intended from the beginning to make the system easier to use and it definitely seems to have delivered on that goal."
Shane Cummings, Financial Analyst
Halbert Hargrove
Schedule a personal demonstration of Advisor 8 and find out how quickly you can make your firm more efficient and profitable.
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