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

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."

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 the CRM. Password management for client portal access is also automatically managed. More Press Releases Schedule a Demo