CHICAGO, June 13, 2017 /PRNewswire/ -- Envestnet | Tamarac
(www.envestnet.com/tamarac) has improved the ways users can find
and update records in its Advisor View™ portfolio management and
performance reporting application. This roll-out is part of its
June 2017 technology release, which
includes updates to Advisor View, its client portal and the other
core applications in the Tamarac Advisor Xi® platform.
Advisor View users now will be able to find results more
quickly with enhancements to the usability and performance of the
Find Data For list. Filtered tabs now help users find
results more efficiently without having to click through multiple
pages to find a result far down the list. This includes a new
Recently Viewed tab that displays the top 250 most recently viewed
records, sorted most recent to least recent, on one page. Results
are identified by type (groups, accounts, households or account
sets) with unique icons. The other tabs include Groups, Accounts,
Account Sets and Households.
Users also now can open and edit records directly from a
report page using the new Find Data For Edit button. This
new feature helps users save time by helping them avoid navigating
between report and account pages to make record changes.
"The enhancements to Advisor View are a direct response to
client feedback, and we're pleased to offer new features that not
only improve the advisor experience, but also help advisors serve
their clients more efficiently," said Stuart DePina, president of
Envestnet | Tamarac. "As advisors continually look for new
ways to strengthen their client relationships, technology plays a
key role in giving advisors the tools and capabilities to provide a
high-quality client experience."
Advisors also will enjoy other improved efficiencies,
including:
- Google-Like Dynamic Search
Capabilities. Results immediately appear and are
refined as users type, similar to what a user experiences when
searching in Google.
- Sticky Records. The record that users
were just viewing remains sticky across pages. This means users can
view an account in one dynamic report, and when they switch to
another dynamic report, the same account's data is displayed for
the new report.
- Sticky tabs and searches. If users
close the Find Data For list while looking at the Groups tab
or partway through entering a search term, when they open the list
again, they will see the same tab or search.
- Keyboard navigation. The up/down
arrow keys scroll through results and the right/left arrow keys
scroll across tabs. The enter key opens the selected
result.
Envestnet | Tamarac consistently enhances all of the
applications that comprise its integrated Advisor Xi technology
suite for independent RIAs, rolling out a new round of updates
every 60 days. Tamarac RIAs can log
into the Support and Training Center for the full details on the
June technology release:
https://support.tamaracinc.com/.
About Envestnet
Envestnet, Inc.
(NYSE: ENV) is the leading provider of intelligent systems for
wealth management and financial wellness. Envestnet's unified
technology enhances advisor productivity and strengthens the wealth
management process. Envestnet empowers enterprises and advisors to
more fully understand their clients and deliver better
outcomes.
Envestnet enables financial advisors to better manage
client outcomes and strengthen their practices.
Institutional-quality research and advanced portfolio solutions are
provided through Envestnet | PMC, our Portfolio Management
Consultants group. Envestnet | Yodlee is a leading data aggregation
and data analytics platform powering dynamic, cloud-based
innovation for digital financial services. Envestnet | Tamarac
provides leading rebalancing, reporting, and practice management
software for advisors. Envestnet | Retirement Solutions provides
retirement advisors with an integrated platform that combines
leading practice management technology, research and due diligence,
data aggregation, compliance tools, fiduciary solutions and
intelligent managed account solutions.
More than 55,000 advisors and 2,500 companies including:
16 of the 20 largest U.S. banks, 38 of the 50 largest wealth
management and brokerage firms, over 500 of the largest Registered
Investment Advisers, and hundreds of Internet services companies,
leverage Envestnet technology and services. Envestnet solutions
enhance knowledge of the client, accelerate client on-boarding,
improve client digital experiences, and help drive better outcomes
for enterprises, advisors, and their clients.
For more information about Envestnet | Tamarac's Advisor
View, please visit www.tamaracinc.com and
follow @TamaracInc.
Media Contact:
Jill Lewis
Weber
Shandwick
952.346.6279
jlewis@webershandwick.com
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SOURCE Envestnet | Tamarac