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System Settings
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Customize the Account Display Configuration Default Configuration for New Accounts Fixed Income Display Configuration |
On the System Settings page, you can customize settings such as the display of your accounts and the PDF batch size.
For more information on system-wide settings for rebalancing and trading, see Learn More About Rebalancing System Settings.
The Account Benchmark Display section allows you to:
Enable or disable the display of benchmarks within reports. For more information, see Benchmarks.
Set the default display name for benchmarks when it is used in reports.
For more information, see Account Benchmark Display.
The Account Display Configuration settings on the System Settings page allow you to set how accounts are displayed on dynamic reports. You can change which details about the account show when you view accounts. This allows you personalize the way you differentiate between accounts.
For more information, see Customize Account Display Configuration.
This setting lets you set how a client's name is displayed on the client portal.
To display the client's full first and last name, choose First Name Last Name from the list.
To display only the client's first name, choose First Name from the list.
The First Name and Last Name fields must be filled in on the Client Profile panel to use this customization.
You can select the following for your new accounts:
This check box determines whether new accounts can be included in rebalancing and trading activity.
Dual factor authentication protects against unauthorized logins or account break-ins. You can require advisors to answer challenge questions if they sign in from an unrecognized device. This is a firm-wide setting, so if you enable this feature, all advisors will be required to answer the challenge questions.
To require dual factor authentication:
On the Setup menu, click System Settings.
Under Dual Factor Authentication, select Require additional authentication when signing in.
If desired, configure the two additional settings:
Disable "Remember this device" (available for firm users only)
Require SMS for Advisors (available for firm users only)
Click Save.
To limit your liability, you can add compliance disclosures to reports and bulk data exports.
For more information, see Dynamic Report Disclosure.
You have the option to include the maturity date and annual income rate in the fixed income description for fixed income securities.
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The information we include is based on the extended description you set up in PortfolioCenter.
For more information, see Fixed Income Display Configuration.
When you create unmanaged assets, Tamarac defaults to labeling them Managed Assets and Unmanaged Assets. If you want, you can change the terminology used in your reports. For example, you may prefer to change the default terms Managed Assets and Unmanaged Assets to Supervised Holdings and Unsupervised Holdings.
For more information, see Customize Terminology for Managed/Unmanaged Assets.
When you generate PDF reports for a large number of accounts, Tamarac Reporting combines the individual PDF files in a ZIP file.
For more information, see PDF Batch Options.
