Tamarac Reporting
Reporting
Introducing Selective Sync
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 UI 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
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New UI for Saved Searches and Composite Saved Searches
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Bulk Report Data Update
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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 UI for the Composites page.
Tamarac Reporting
- New UI 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.