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December 2017 - What's New in Tamarac Trading

New Pershing NetX360 Trade File Now Available

We've added a new trade file, the Pershing NetX360 mixed trade file. This trade file gives you an additional option for trading equities and mutual funds.

You can enable this trade file on the Rebalancing System Settings page, under Trade File Settings. Once enabled, you can choose this new trade file on the Account Settings panel for the account or group, under the Account Configuration panel.

Refresh Advisor Rebalancing Data from Accounts Page in Advisor View

For those of you with both Tamarac Reporting and Tamarac Trading, you can now experience substantial time savings by refreshing Tamarac Trading data for individual accounts without running an Tamarac Reporting sync. Instead of making changes to a few accounts in Tamarac Reporting and then running a sync on all data, which can be time consuming, you can now make changes to specific accounts and use Sync Trading Data in the Actions menu to manually sync just the selected accounts.