Contents
Introducing the updated Security Level Models page
We're refreshing the Security Level Models page with a modern layout that improves navigation, readability, and usability.
This update introduces capabilities to support more efficient model management, including:
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Streamlined actions. Access common actions like adding alternate security sets, setting min/max range, and managing model access more easily with an enhanced Actions menu.
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Model search. Find models quickly using the search tool instead of scrolling through long lists.
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Inline editing. Update securities and position details directly on the page without opening a separate screen.
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Visual change indicators. Identify updated rows with a visual highlight.
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Dynamic pricing visibility. View intraday pricing updates directly in the security description when working with dynamic model targets.
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Flexible bulk updates. Export model positions to edit large models, and re-import them using the existing upload Securities in Security Level Model workflow.
For more information about how to use the Security Level Models page, see Security Level Models – Introduction and Navigation.
Work directly with account notes, trade reason, and allocation charts from a Rebalance Summary widget
As an advisor, you need quick access to account context while reviewing and executing rebalances. Previously, critical information like account notes and reason for trading required opening separate dialogs or interacting in the grid.
To allow you to better understand account intent with reduced navigation steps, we’re redesigning the Allocation Pie Charts widget in Rebalance Summary.
This widget now provides you with multiple tabs that place the most requested information front and center:
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Account Notes. Search, add, and remove account notes directly.
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Reason for Trade. View and update the trade rationale.
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Allocation Bar Charts. See how individual allocations contribute to the whole portfolio.
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Allocation Pie Charts. As before, view allocations in pie chart format pre- and post-rebalance.
No action is necessary to see these changes. Once we release this feature, it’ll be available when you sign in.
For more information about Rebalance Summary and its widgets, see Reading the Rebalance Summary.
Trade Review now uses the updated experience
In Tamarac Trading, you use Trade Review to validate and finalize proposed trades before execution. Previously, we included both a legacy Trade Review page and a newer experience.
With this release, Tamarac retires the legacy Trade Review page. When you navigate to Trade Review, the platform now takes you directly to the new experience.
To support this transition, the new Trade Review page now includes columns related to Directed Trades, so you can identify them more easily.
To learn more about using Trade Review, see Trade Review Page Actions, Views, and Filters.