Tamarac Reporting
Report Studio
Create custom dates and date periods in Report Studio reports
Customize category and series colors and line markers in Report Studio bar and line charts
Bar and line chart display enhancements
Platform setup
Track daily data reconciliation directly with the new Account Publish Dashboard
Access account reconciliation data any time with new bulk report
Report Studio
Configure headers and footers in Report Studio
Reporting
See Arch tax documents in the Tamarac document vault
Report Studio
Show Category colors in Report Studio tables
Help Center and Tamarac University
Tamarac University has a new home
Client Portal
Pershing document vault integration for Client Portal
Report Studio
Create a table of contents for Report Studio reports
Billing statements in Report Studio
Use Report Studio themes in PDF reports
And more...
Client Portal
Generate PDF reports in the Client Portal
Improved error messages for MoneyGuide in the Client Portal
Schedule appointments directly in the Client Portal with Calendly
And more...
Report Studio
Available in beta: Create and analyze reports with AI
Assign Report Studio PDFs as default account templates and use in PDF scheduler
Use PDFs as the background image in Section Settings
And more...
Bulk reports
Export asset allocation values in bulk
Reporting
Add custom text to your public sign in screen
Client Portal
Organize the Comparative Review report with grouping options
Enhanced pagination on the Document Vault
Reporting
MoneyGuide Dashboard updates
Report Studio updates
Enhanced Report Studio experience on mobile devices
Highlight Key Metrics in Report Studio
Use Custom Images in Report Studio
Include Custom Text in Report Studio
Report Studio updates
Audit Report Studio changes
Client Portal updates
Include only securities held at the end of the period on the Account Performance report
Include MoneyGuide Wealth Studios data in the Net Worth page and widget
See benchmark data in the new Index Performance widget
Report Studio updates
Resizable Modules in Section Layout
New Pivot Table data type in Report Studio Module settings
New Transactions Data Type in the Table module
Filter by Account and Security Saved Searches
Tamarac Makeover Updates
New look and feel for Setup pages
Report Studio updates
Updates for Committed Capital data points and groupings
Client Portal
See the MoneyGuide Overview page in the Client Portal
Use MoneyGuide WealthStudios data in the Success MoneyGuide Plan widget
SSO to eMoney from the Client Portal
SSO to Schwab from the Client Portal
Integrations
New MoneyGuide Snapshot page
New MoneyGuide Goals page
See tax documents from Canoe in the Tamarac document vault
Client Portal updates
See the MoneyGuide Plan Summary in the Client Portal
Report Studio updates
Calculate Committed Capital data using custodian transactions
New bar and line chart module
New interval grouping options for tables and charts
Performance enhancements
Simplified Household permissions
Updated sign-in experience
Client Portal Updates
New columns for the Summary report and widget
Wealth Data Platform
User experience: new features & enhancements
Platform architecture and data enhancements
Report Studio Updates
Manage access for reports, sections, and modules
Client Portal Updates
News page in the Client Portal
New Bond Analysis bar chart widget
See upcoming MoneyGuide goals in Client Portal
Bulk document upload and download for the Client Portal
System Settings Updates
Expanded password expiration controls and notifications
Expanded session timeout controls and notifications
Tamarac Makeover Updates
New look and feel for Setup Pages
Client Portal Updates
Customize Progressive Web App (PWA) branding for the Client Portal
Reporting
Improved cash in transit handling for alternative investments
Report Studio Updates
New home page for Report Studio
Dynamic views in Report Studio
Reporting
New look and feel for Billing pages
Reporting
Introducing Selective Sync
Client Portal Updates
Mobile app upgrade
Reports look better on mobile and tablet
Report Studio Updates
Group by direct member or single account
Client Portal Updates
New Bond Analysis Report
Simplify Large Table Data in Reports
Tamarac Reporting
Enhanced data synchronization experience
Report Builder Updates
Report Builder is now Report Studio
New Report Studio Permissions
New Pie Chart Module
And more...
Tamarac Makeover Updates
New look and feel for PDF Report Status Page
Client Portal Updates
- Reports Look Better on Mobile and Tablet
- Custom Disclosure Modal for Dashboards
- Classify Expenses in the Capital Flows Report
- Group SMAs as a Single Line Item on the Account Performance Report
Report Builder Updates
- Save and Share Modules and Sections
- Report on Unrealized Gains and Unrealized Losses Separately
- Expanded Grouping and Column Offerings
Tamarac Reporting
- New, Stronger Password Requirements
New Client Portal
- Customize the Contact Us Page in the New Client Portal
- User Experience Improvements on Net Worth and Holdings Pages
- Add and Group By Effective Maturity Data Points in Holdings Reports
- And more...
New Client Portal
- Reports in Client Portal
- Account Performance Enhancements
- Enhancements to the Activity page
- And more...
Tamarac Reporting
- Report Builder Enhancements
-
New look and feel for Saved Searches and Composite Saved Searches
-
Bulk Report Data Update
-
New Bulk Report and Upload Dataset for Service Teams.
New Client Portal
- New Document Labels and the Description Columns.
- Save Report Table Changes.
Tamarac Reporting
- New look and feel for the Composites page.
Tamarac Reporting
- New look and feel for Aggregated Accounts.
New Client Portal
- Group by activity type or money security on the Activity page.
- Include unmanaged assets on Summary widgets that show intraday values.
Tamarac Reporting
- Set available themes and headers/footers for PDF templates
- Edit Free Text fields in PDF templates
- New Inactive tab for billing groups
New Client Portal
- New data points on the Activity page.
Archival Enhancements
For enhancements through 2024, see Archival Enhancements: Tamarac Reporting.