Tamarac Makeover Updates
What's changing
As part of the ongoing Tamarac Makeover initiative, we are pleased to announce the latest enhancement which include new designs for select Setup pages. This release includes the following updates:
Setup Pages
We’ve updated the user interface for additional Setup pages to create a polished, unified, and effortless experience across the platform. This release includes updates to the following pages:
Target Allocations
This page now has a UI that enables easy access to the Target Allocation components within a grid, and a streamlined target allocation creation process within a modal.
Cash Settings
This page has been transformed into a clean grid with a focus on taking action on your securities.
Sync Data from Portfolio Center
This page will now allow simple data management for users, with sync details being clearly displayed and actions easily accessible.
Categories
This page has been redesigned to improve the ability to seamlessly reference and interact with the category types within the platform.
Upload and Upload Status
These pages have now been updated with enhanced organization and navigation to ensure that upload details and settings are displayed in clear and standard format.
Why you'd use it
These enhancements modernize the look and feel of Tamarac pages across the platform, delivering a more consistent and intuitive experience.
How to get started
No action is needed. These changes will apply after the release.
Additional information
For more information, see: