Introduction to Accounts, Groups, and Households

Review high-level details about the various relationships you can use in the Tamarac platform, including accounts, clients, groups, and Households. Learn the basics of how these relationships relate to each other and examples of each relationship type.

Accounts Page Actions, Views, and Filters

Learn more about customizing the Accounts page with your own custom views, as well as the filters available on the page to narrow your search for accounts and/or groups.

Make Changes to Account Settings

Find detailed information about account-level settings and how to change the individual settings within your accounts.

Learn More About Searching for Accounts

Find out strategies for creating and using saved searches, information about available search filters, and how to create and edit saved searches.

Learn More About Working With Accounts

Learn more information about various types of accounts, including funding accounts, percentage ownership accounts, and separately managed accounts (SMAs). Also, learn more about creating and deleting accounts, using accounts sets, and preventing wash sales in your accounts.

Learn More About Groups for Rebalancing

Find out how to create and edit groups used for rebalancing and detailed information about rebalancing settings within your groups.

Learn More About Sleeve-Level Reporting

Learn more about sleeve-level reporting, a feature that allows you to generate separate sleeve reporting within a single account, such as when a client account contains separate strategies or separately managed holdings within a single financial account.