Advisor Rebalancing
 ®
The industry’s leading premium rebalancing application. Rebalance thousands of accounts and households in minutes.
Advisor View
 ™
An elegant portfolio reporting and billing application, offering portfolio performance, analytics, and allocation reports with real-time custodial data. Reports are available on-demand, in PDF and through a branded client portal.
Advisor CRM
 ®
A web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics® CRM platform.


“I feel very confident with the reliability and scalability of the Tamarac Advisor Xi suite and outsourced services. I'll never outgrow what Tamarac offers.” Jim McGehee, Founder - McGehee Wealth Advisory Group


Hear from our clients
Bob Lee /on Advisor Xi
Co-founder and Managing Director - BluePrint Investing

May 27, 2016 In the News Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25

If you want to understand how technology can make advisors of all kinds more efficient, listen to Stuart DePina

May 17, 2016 Press Release Envestnet | Tamarac Unveils A New Version of Advisor CRM®

Firm Also Rolls Out Enhancements to Advisor Rebalancing® and Deeper Integration with TD Ameritrade Institutional as Part of Latest Technology Release

April 25, 2016 In the News 7 Pioneers Taking Advisor Tech to New Levels

We are proud to announce that our own Stuart DePina has been recognized as a 2016 IA 25 Technology Leader.


Hear from our clients
Adam Huke /on Tamarac
Director of Investment Management - Cassady & Company, Inc
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  


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