Advisor View allows advisers to view performance across all accounts in aggregate, by adviser, by household or by any custom grouping, Tamarac reported in a news release.
Other customizable features of Advisor View include:
- Dashboards for daily monitoring or for specific report details
- PDF performance reports for brand-enhancement
- Unlimited access for clients to view the health of their portfolios
- Using the vault capabilities, advisers can exchange documents with their clients online
“Advisers have had limited resources when it comes to self-service tools which can provide custom performance reporting and instant access to pertinent account information,” says Stuart DePina, CEO of Tamarac. “Advisor View provides a single view of firm-wide performance that can be instantly customized to meet the data needs of the adviser. At the same time, advisers can dramatically improve their client communications by providing online access to performance in a secure and welcoming application that strengthens the firm’s brand.”
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.