Tamarac Integration Instructions

Get started with your Tamarac integration below.

Tamarac integration cover

LifeYield allows Tamarac users to directly connect to Tamarac to load their clients' household accounts into LifeYield Proposal Advantage. This document outlines the integration steps from advisor login, to editing and managing the portfolio's account holdings within LifeYield.

Step 1 - LIFEYIELD INTEGRATION PAGE

Tamarac integration page

Begin the process by clicking on the Integrations tab and then clicking on the ENVESTNET/Tamarac logo.

Step 2 - TAMARAC INTEGRATION SCREEN

tamarac integration selection

Within the pop-up window enter Username and Password. From the drop-down menu select the appropriate set of Capital Market Assumptions (CMA's) that you would like to have applied as the default for your Tamarac portfolios. You can use the LifeYield default CMA, or choose one of your predefined custom sets of CMA's.

Click on the Import button.

tamarac integration import

The Import process can be viewed by clicking on the View History button. This will list the steps in the process and when completed it will tabulate processed: portfolios, accounts, clients and holdings. Click on the Close button.

Step 3 - PROPOSAL ADVANTAGE PORTFOLIOS SCREEN

tamarac integration account unclass

To see your portfolios, click on the Proposal Advantage tab and then on Portfolios to see the updated portfolios. If you see a Screen Shot 2019-12-16 at 4.56.23 PM   in in the Name column it indicates one or more unclassified securities in the portfolio.

Step 4 - ACCOUNT HOLDINGS

tamarac integration account holdings

Within the portfolio, click on the account(s) that have unclassified securities. Within that account click on Holding Balances, search for any holding where Category is listed as Unclassified.

tamarac integration account unclassified

To update the Category, click on the drop-down box and select the appropriate category for that holding. Once the category is updated, click on the  Screen Shot 2019-12-16 at 4.59.08 PM  to accept or the X to cancel. You only need to update the category assignment of a holding once. Any account that has this holding will also be updated with the new category assignment.

Click the Save button when finished. Your account is now ready to use.