Contents
|
Track daily data reconciliation with the new Account Publish Dashboard |
Reporting
Track daily data reconciliation with the new Account Publish Dashboard
What's changing
Previously, Tamarac synced your accounts once a day. As we move to a custodian-by-custodian reconciliation and publishing model, we're building tools to help you track the status of your data. The new Account Publish Dashboard gives you a clear view into that process as it happens.
The dashboard shows you the following reconciliation information:
-
Custodian and Aggregation Reconciliation percentages. These reflect reconciliation status across all published accounts as of the last time each account was published. They update each time your accounts publish.
-
Custodian interface statuses. A list shows each custodian interface your firm uses, whether it has published today, and its average publish time. You can choose to show interface names, custodian names, or both.
-
Operational messages. These messages, created by the Envestnet Operations team, alert you if there's an issue with reconciling any of your data. Messages include the status and time of the update and appear only when they apply to your firm and custodians.
Why you'd use it
The Account Publish Dashboard gives you and your firm's administrators visibility into the publishing process, so you can see what data is available, what is still processing, and whether any issues need attention before you start your day.
How to get started
In Tamarac Reporting, under Setup, select Account Publish Dashboard.
Enterprise admins see this page automatically. Other users need the new Setup | Account Publish Dashboard permission to see the page.
Additional information
For more information, see Include a table of contents on Report Studio reports.