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Refresh Account Sets (Sync Setting)

Account sets often use automatic logic to identify and add new accounts to specific sets. Use this sync setting to refresh all the firm's account sets, identifying and adding new accounts to the appropriate sets. For example, if a new account comes in for Advisor Alvarez, the next sync run with Refresh account sets selected causes the new account to be added to Advisor Alvarez's account set.

When you run a sync, Tamarac Reporting will automatically calculate performance for an account set if:

• Each underlying account is associated with a portal account.

• The Account Set has fewer than 20 sub-accounts and Tamarac Reporting requires less than 30 days of performance data.

• All the interval data for the underlying accounts is already available.

If the Account Set does not meet the criteria above, Tamarac Reporting will prompt you to recalculate performance.

Learn More

For more information, see Synchronize Data From Portfolio Accounting System.

For more information about account sets, see Group Accounts Into Account Sets and Account Set Saved Searches.

For more information about refreshing account sets, see Refresh Dynamic Account Set Membership.