Contents

Introduction Enrollment Set Up Tamarac Bulk Report Set Up the HiddenLevers Integration Stop the HiddenLevers Integration

 

Introduction

Tamarac Reporting can be integrated with HiddenLevers, a portfolio stress testing platform for Registered Investment Advisors.

If you use both Tamarac and HiddenLevers, this integration allows you to view Tamarac Reporting holdings and account data for client accounts within HiddenLevers, with data updated nightly.

Configuring this integration involves the following steps:

1. Confirm you have a current API agreement on file.
2. Set up integration credentials with HiddenLevers.

Once these steps are complete, HiddenLevers will be able to access your Tamarac data.

Enrollment

You must have a current API agreement on file with Tamarac in order to add the connection to HiddenLevers. If you have not signed an API agreement, contact Tamarac Account Management at TamaracAM@envestnet.com.

Set Up Tamarac Bulk Report

This integration allows HiddenLevers to obtain Tamarac data using a Tamarac bulk report.

To set up the bulk report for HiddenLevers, in Tamarac, create an Account Holdings bulk report with the following columns in this order. For more information on bulk reports, see Understanding Bulk Data Exports.

Report Name	Report Type	Share Report?	Columns (in this order)
Account Holdings	Account Holdings	Yes	Account Name
			Account Number
			Symbol
			CUSIP
			Holdings Current Value
			Quantity
			As Of Date
			Household Assignment

Set Up the HiddenLevers Integration

For assistance with activation, contact HiddenLevers Support at 800.277.4830 or at support@hiddenlevers.com.

To set up the integration with HiddenLevers:

1. In HiddenLevers, click Portfolio Import.

   

2. On the Integration page, under Sync Portfolios, click Envestnet | Tamarac.

   

3. Enter your Tamarac username and password.

   

4. Click Activate. You'll know activation worked when the login page displays Account sync is currently On.

Stop the HiddenLevers Integration

To stop the integration sync between Tamarac and HiddenLevers:

1. In HiddenLevers, click Portfolio Import.

   

2. On the Integration page, under Sync Portfolios, click Envestnet | Tamarac.

   

3. Click Deactivate.