Back	Home > Tamarac Reporting > Enhancements > April 2022 - What's New in Tamarac Reporting

April 2022 - What's New in Tamarac Reporting

Contents

Reporting

See Annualized Returns on the Position Performance Report

In previous releases, we added features to the Position Performance report to expand the ways you can analyze the positions and categories within your clients' portfolios. In keeping with this effort, we're adding an Annualize returns option to the report in this release.

This setting allows you to annualize contribution and return data for deeper attribution analysis over extended periods of time. With this option, you can better examine positions across multiple years and analyze long-term performance.

You can use Annualize returns on both the dynamic and PDF versions of the Position Performance report.

Find Data For Improved to Better Display Sleeve Accounts

For those of you who use the sleeve reporting feature, and as we roll out more features to integrate managed accounts into Tamarac, we wanted to give you tools to help you better differentiate sleeve accounts from other accounts and more closely align how sleeve accounts actually function. That's why we updated the Find Data For search tool in your reports with these features: 

• Sleeves are now segregated from other individual accounts in a separate Sleeves tab. This prevents confusion since these sleeves aren't themselves singular accounts.

  

• UMA accounts, which can be made of up of sleeves, will show as individual accounts in Find Data For.

• When you view the Sleeves tab, the parent account expands to show all underlying sleeves, allowing you to find and select the right sleeve you want to view.

  

Add All Items to Account Display Configuration

We heard your feedback that you wanted additional options on how accounts display throughout Tamarac. With this release, we updated the Account Display Configuration options found in System Settings.

Account Display Configuration allows you to select the attributes you want to see for each account and arrange them in any order. You then see this configuration throughout Tamarac, such as on the Find Data For list or on the account settings pane. Previously, you could only include up to three attributes to be shown for each account. We heard that some of you wanted additional details to help differentiate accounts, so we updated Account Display Configuration to allow you to select any number of the available options and place them in any order. This gives you an additional way to customize how your accounts appear and can help you differentiate between accounts that otherwise may look similar.

Compliance Reporting

New Household Members Bulk Report Settings for Compliance Reporting

With new compliance reporting features, we understand that you might want additional tools to help you quickly audit the information needed for compliance reporting, such as examining the membership of Households. That's why we're introducing new settings the Household Members bulk report that allow you to do that.

With these settings, you can choose which members you want to see in this bulk report. The Compliance ADV Report is based on individual accounts within a Household, but both groups and individual accounts can be members of Households. That's why you can customize this bulk report to only see the members you want to see: 

• Include Direct Members Only.See all direct members within the Households, including single accounts and groups.

• Include Single Account Only.See only individual members of a Household, including the underlying individual members of direct member groups.

Platform Improvements & Performance Enhancements

Part of our ongoing effort to improve the speed and reliability of the Tamarac Platform includes a number of enhancements under the hood. This table highlights improvement made since our last release: 

Learn More - Watch the Release Video