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Include Link to Assets & Liabilities Page

Use this client views setting to add a link directly to the client portal Assets & Liabilities page from any dashboard tile that has Net Worth data points. You'll see this option if the dashboard tile contains only includes one or more of the following data points:

• Net Worth Total

• Net Worth: Assets Total

• Net Worth: Liabilities Total

To see this option, the client view must have the Assets & Liabilities page added.

Your choices are:

• Selected. Tamarac adds a + to the dashboard tile on the client portal. When a client clicks +, the portal displays the Assets & Liabilities page.

  

• Cleared. The dashboard tile does not link to the Assets & Liabilities page.

Learn More

For more information, see:

• Link from a Net Worth Dashboard Tile to the Assets and Liabilities Page

• Arrange and Format Dashboard Tiles on the Dashboard Page

• Allow Clients to Manage Assets and Liabilities on the Portal