Assets and Liabilities

Learn how to add assets and liabilities—including outside accounts via Envestnet | Yodlee—to any Household in Tamarac Reporting.

Create, Edit, and Delete Assets and Liabilities

Find links to all the pages about creating, editing, and deleting or unlinking assets and liabilities.

Create, Edit, and Delete Manual Assets and Liabilities

Learn how to create, edit, or delete manual-entry assets and liabilities in Tamarac.

Learn More About Linked Accounts

Use the Yodlee integration to add held-away accounts to Tamarac. Learn more about types of linked accounts and how they behave in Tamarac.

Workflow: Set Up Net Worth Reporting

Learn the steps to complete to fully utilize the Net Worth report.

Net Worth Report

With the Net Worth report, you can see a client's complete financial picture in one place. The Net Worth report combines assets and liabilities with other holdings information to allow you to tell the complete financial story of your clients.

View and Add Assets and Liabilities on the Net Worth Report

Learn how to use the Net Worth report to see all of a Household's assets and liabilities.

Add an Automatic Real Estate Estimate

Learn how to use the Yodlee integration to add an automatically updating estimate for real estate that appears on the Net Worth report.

Add Assets and Liabilities to Client Portals

Learn how to add a Net Worth report or dashboard tile with net worth data points to the client portal to provide net worth reporting to clients.

Client Views - Assets and Liabilities Page

Learn the details of the client portal assets and liabilities page and how to configure it.

Allow Clients to Manage Assets and Liabilities on the Portal

Learn how to configure the client portal to allow clients to add assets and liabilities themselves.

Manually Add Assets and Liabilities in the Client Portal

Learn the steps for how your clients can manually add assets and liabilities through the client portal.