Advisor View™ Application from Envestnet | Tamarac Helps Advisors Find and Act on Client Information

Advisor View™ Application from Envestnet | Tamarac Helps Advisors Find and Act on Client Information

Envestnet | 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:


Envestnet, Inc. (NYSE: ENV) provides intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. 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, their 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 and follow @TamaracInc.

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