Advisor View

Dynamic Performance Reporting and Customer Portal

Advisor View delivers a turnkey back-office solution that combines Tamarac’s best-in-class performance reporting and customer portal application with over eleven years of experience in streamlining back-office operations.

Customer Portal and Document Vault

You can brand the Advisor View customer portal with your company’s logo and give each of your clients secure access from your website, specifying how each client’s portfolio dashboard is presented and the reports and information they can access.

Easily manage your client communications and document exchange with the Advisor View 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 and branded interface.

Dynamic Performance Reports

Advisor View is a dynamic performance reporting application that delivers the information your staff needs in an easy-to-use interface.

View performance across all your accounts in aggregate by advisor, household, or any custom grouping. Design custom PDF reports for internal and client-facing use. Build custom dashboards for staff and give them access to the information they need – all in an elegant, web-based application.

Add custom graphics to your PDF reports and completely customize the look and feel to create meaningful reports that strengthen your firm’s brand. Use the Advisor View automated report generation and delivery functionality to greatly abbreviate your quarter-end reporting process.

Advisor Services Back-Office Outsourcing

As part of the Advisor View service, before you arrive in the office each morning, your Tamarac Advisor Services team will download, post, and reconcile positions from your various custodians and import your accounts, account holdings, and trade data into Advisor Xi. With Advisor Services working to reconcile, update, and audit your data daily, your firm is always as prepared for quarter-end.

By handing off your regular back-office processes to Tamarac, you will experience dramatic time and resource savings that you can reapply to revenue generating activities like building client relationships and managing money.

For more information on the outsource services Tamarac offers, visit Advisor Services.

Flexible, Integrated Billing

Advisor View and Advisor Services streamline your billing and deliver an array of customizable billing features, so you can bill clients based on their preferences. Handling quarterly billing for your firm, Advisor Services can bill at various rates, bill in arrears or in advance, exclude certain assets from billing, and apply discounts at the account or household level.

With Advisor View and Advisor Services, you can take advantage of these powerful billing options:

• AVERAGE DAILY BALANCE BILLING. Instead 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 TIERS. Create 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 BILLING. Run billing statements during the billing cycle to recognize fees for new accounts, closed accounts, or projected revenue.
• MAKE ADJUSTMENTS AT MULTIPLE LEVELS. Apply discounts at the account, billing definition, or billing group level.
• ONLINE BILLNG STATEMENTS. Quickly post personalized billing statements to the customer portal for online viewing.
• AND MUCH MORE...