We are nerding out over here at Columbia Asset Management and have some revolutionary news to share with our clients: we are updating our reporting software to Tamarac Reporting. Not everyone would call that news “revolutionary” but we are very excited!
Tamarac Reporting software will allow us to serve you better with more dynamic reports and automated calculations (think fewer excel files which are naturally prone to human error). This software integrates multiple custodians including TIAA and Charles Schwab. It will allow us to prepare your quarter report faster, which should add flexibility to our schedules and allow us to get back to serving your day-to-day requests and managing your investments.
We have yet to work out the details on formatting – the photos included here are examples of report snippets – and we are hoping to create a quarter report template that is at least as informational and easy to read as the current template of quarter reports.
As you can see, this quarter report is pretty ‘normal’, however, we plan to be ready to roll out the new and improved report by Q2!
GameStop?