Portfolio management

Advisor View

By Envestnet | Tamarac

701 Fifth Ave, 14th Floor

Seattle, WA 98104

tamaracinc.com

Description

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Elegant portfolio management and online client portal
Advisor View provides portfolio analysis, personal dashboards, customizable PDF performance reports and powerful billing capabilities. The included client portal engages clients online with dynamic portfolio reports and document vault for secure communications.

Key features include:
  • Individualized performance reports:
    The report designer puts you in control with a wide range of customizable report options. Choose from the extensive library of editable report designs and templates, select your report data, and add your own custom cover and header/footer graphics to support your firm's brand.
  • Client portal and mobile access:
    Design a custom experience for your clients with a branded client portal. Specify the reports and settings that each client can access 24/7. Go paperless by sending reports and correspondences via the integrated document vault and provide your clients with a rewarding mobile experience.
  • Powerful composite reporting:
    Easily create composites that follow GIPS standards. Automatically include or exclude accounts within your composites based on criteria you define. Import your existing historical times series data that ties seamlessly with returns calculated by Advisor View.
  • Automate complex billing scenarios:
    Advisor View streamlines your billing process and delivers an array of customizable billing options, so you can bill clients based on their preferences.
  • Monitor alternative investments:
    Create, maintain, and track alternative investments as IRR or TWR directly within Advisor View. Flag alternative investments as having committed capital structure and monitor call dates, call amounts, funding accounts and the vintage year of the investment – Advisor View will even alert you to any upcoming capital call dates.
  • Analyze risk:
    Chart risk-adjusted comparisons to benchmarks and indexes for your client portfolios. Customize reports with relative statistics and portfolio metrics to better manage risk-adjusted returns. Report options include standard deviation, Sharpe ratio, alpha, beta, upside/downside capture, information ratio, and more.
  • Integrated:
    While Advisor View can be purchased as a standalone application, it is also deeply integrated within the complete Advisor Xi suite. Advisor View also receives real-time custodial data from a number of top custodial platforms.
Optionally, choose to hand-off your daily reconciliation and regular portfolio accounting activities to Tamarac Advisor Services. Before you arrive in the office each morning, Tamarac will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Advisor Xi. Your firm can instantly start managing your client portfolios knowing you're using the most current and accurate data.

As a client of Tamarac, you will have a wealth of support and training options. Tamarac provides your firm with a dedicated implementation team that works with you to convert your legacy data, set up Advisor View and train your staff.

Contact your local Tamarac representative and find out why over 700 independent RIA firms, collectively managing over $350 billion in assets, trust Tamarac and Advisor Xi to grow their business more profitably.
More information
 


Video Demonstration


Contact for Additional Product Information

(877) 335-7391

sales@tamaracinc.com

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For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.