April 14, 2015

Coldstream Rolling Out New Reporting Technology

In Coldstream Happenings

We are excited to announce we are rolling out Envestnet | Tamarac’s Advisor View™ portfolio management and reporting system, a significant upgrade to our technology platform. The Advisor View platform leverages new technology to increase our Client Service team’s productivity, improve efficiencies, and provide superior deliverables through new reporting capabilities and a more robust client portal.

Advisor View offers many enhancements to our current systems including powerful portfolio analysis, alternative investment monitoring, and new tools for analyzing risk. In addition, every Relationship Team is now able to create their own personalized dashboards for viewing client account details and running ad hoc dynamic reports.

For our clients, one of the most exciting improvements is the new integrated online portal. It provides a simpler, more intuitive way to manage client communication and securely exchange documents. The new portal provides:

  • Customized dashboards with Asset Allocation, Portfolio Summary, and Account Holdings Data
  • Run your own reports and export the data to Excel. These reports include Realized Gains and Losses, Income and Expenses, Portfolio Holdings and more.
  • View and download Quarterly Reports, Fee Statements, and other forms
  • Upload secure documents to your team
  • Allow your CPA access to your documents for tax reporting in a timely manner.

The new reporting capabilities of the system are a big leap forward as well. The integrated engine is more flexible and powerful than our prior system and will deliver a more timely client report package. We are going live with the new Quarterly Report package for the Q1 2015 reports and meeting materials effective immediately. If you have not done so already, please contact your Client Service Team and request a switch to electronic delivery of your Quarterly Reports.

As you can tell, we are pretty excited about our new reporting system and the efficiencies it will bring to the team, and to you! Please make sure you schedule time with your Client Service Team in the next few weeks to learn how to navigate the new reporting package.

Related Articles

November 9, 2023

Coldstream Welcomes Wealth Manager Kevin Peterson

SEATTLE – Nov. 9, 2023 – We are excited to announce the addition of experienced Wealth Manager Kevin Peterson to our newly formed Kirkland, Washington, team. Peterson brings $45 million in assets under management and 25 years of experience to our new team through the recent merger with Kirkland-based businesses Seidman Capital Group (“SCG”), a wealth management firm, [...]

October 2, 2023

Coldstream Merges with Seidman Capital Group and Hersman Serles Almond

SEATTLE – Oct. 2, 2023 – We are excited to announce our mergers with Seidman Capital Group (“SCG”), a wealth management firm, and Hersman Serles Almond, LLC (“HSA”), an accounting and consulting services firm. Based in Kirkland, Washington, the two affiliated businesses were co-founded by industry pioneer Victoria Serles, a CPA who has more than 40 [...]

May 1, 2023

Coldstream’s New Chief Operating Officer

SEATTLE – May 1, 2023 — We are excited to announce the appointment of Matt Sonnen as Chief Operating Officer. In this role, Sonnen will continue to build out Coldstream’s operational platform and identify opportunities to scale and systematize its business. He will report to Kevin Fitzwilson, Managing Shareholder. In this role, Sonnen, with over [...]