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FIX Flyer Integration Now Available for Tamarac Trading Unrealized Gain/Loss Data Now Always Available on the Rebalance Summary |
FIX Flyer Integration Now Available for Tamarac Trading
Tamarac is pleased to announce that our new integration with FIX Flyer, a company that develops technology for institutional securities trading, is now available. This partnership offers a seamless trading experience within the Tamarac Trading platform and allows you to generate trades and send them to FIX Flyer in a few clicks. When enabled, the FIX Flyer integration offers these benefits:
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Equity, ETF, and mutual fund trading within a single workflow.
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Trading with multiple custodians and brokers through a centralized system.
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Status updates to show you real-time information about your trades.
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User permissions and account settings in Tamarac Trading that allow you to control who completes trades and how individual accounts are traded.
Additional paperwork is needed to enable this integration with your firm, and Tamarac can work with you during the setup and configuration process to ensure a smooth transition. To find out more information about pricing, or to see a demo of the FIX Flyer integration with Tamarac Trading, contact Account Management at TamaracAM@envestnet.com.
Unrealized Gain/Loss Data Now Always Available on the Rebalance Summary
Before this release, the Rebalance Summary showed realized and unrealized gain and loss data based on the rebalance state of the account. Before a rebalance, the Rebalance Summary showed the Unrealized Gain/Loss column and after a rebalance, it showed Realized Gain/Loss. This could cause frustration for clients who wanted to see unrealized gain or loss data after a rebalance or after generating a custom strategy.
Now, when viewing the Rebalance Summary, you'll see columns for both realized and unrealized gains and losses, regardless of whether or not you've run a rebalance or generated a custom strategy on the account. Before a rebalance, Realized Gain/Loss will be $0. However, now you'll be able to see Unrealized Gain/Loss data at any time.
Tamarac is pleased to announce our new integration with FIX Flyer, allowing Tamarac Trading clients to create trades, and then execute those trades within FIX Flyer. This workflow provides a seamless trading experience that allows you to trade multiple custodians and brokers, using any custom trading configurations you may have, and then see executed trades and holdings in your accounts in Tamarac Trading.
We're pleased to announce that this integration is now available for all Tamarac users.
To find out more information about adding the FIX Flyer integration to your trading workflow, contact Account Management at TamaracAM@envestnet.com.
For more information on this integration, see FIX Flyer Integration.
August Release Stories
- FIX Flyer: short announcement
- Realized/Unrealized Gains separated columns on the Rebalance Summary
- MGP SSO
- Yodlee Aggregated Accounts page
- Committed Capital GCS changes
- Integrations self-service page
- DFA updates
- Effective Duration bulk report
Learn More - Watch the Release Video