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Include Unmanaged Assets in Variance

This views setting allows you to include unmanaged assets in the calculation for percent variance from target allocation. Select this option if you want Tamarac Reporting to include unmanaged assets in the calculation for percent variance from target allocation. This calculation will appear in the Percent Variance column in Accounts page views for you and, if you choose, on the client portal.

This option will be grayed out until you add the Percent Variance column to the view.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals

For more information about views on the Accounts page, see Accounts Page Actions, Views, and Filters and Using Page Views.