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Use SMA Categories in Variance

This views setting allows you to use SMA categories in the calculation for percent variance from target allocation. Select this option if you want Tamarac Reporting use SMA categories in the calculation for percent variance from target allocation. This calculation will appear in the Percent Variance column.

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

Learn More

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.