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|Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View™ Portfolio Management Application|
The enhancements made to the Account Billing History report in Advisor View enable advisors to easily compare the Previous Billable Value, Previous Billed Amount and Previous Billing Date for any date period or number of billing cycles. With this update, advisors no longer need to manually gather or manipulate data to evaluate the previous billing cycle with the current billing. Using Advisor View, they can easily look across their client account billing history to quickly identify discrepancies.
In addition to selecting a custom date range, advisors can simply check the new Most Recent Billing Date option to quickly run a comparison of the current billing cycle against the previous. As a best practice, advisors can also save a dynamic version of the Account Billing History report using the Most Recent Billing Date setting to easily access the report for ongoing auditing purposes.
"Improving how advisors access and utilize data to make better business decisions, like our new billing cycle auditing capabilities, is an ongoing top priority at Tamarac," said
These capabilities were added as part of
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
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