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Include Benchmarks in the New Client Portal

Contents

Introduction

If your firm configures it, clients can see performance for benchmarks you set up in their Tamarac accounts. This allows you to show clients a useful comparison between their accounts and appropriate indexes.

This topic provides steps for how to add benchmarks to new client portal pages or widgets.

Available Pages and Widgets

You can add benchmarks to the following:

• Summary widget
• Summary page

Before You Start

Before you start adding benchmarks to a new client portal page or widget:

• Set up benchmarks for your firm. For details, see Benchmarks.

  

• Assign benchmarks to the account or group. For details, see Maintaining Accounts: The Benchmarks and Target Allocation Panel.

Add Benchmarks to a Page or Widget

To add one or more benchmarks to a page or widget:

1. In the configuration tool, open the page or widget settings.

2. In the list of available rows, you'll see enterprise-level benchmarks that you've set up in the System Settings. Add and arrange the rows.

   

3. Select Save.