Advisor Xi Suite
A web-based platform that uniquely integrates best-in-class rebalancing, reporting and practice management software.
Integrated RIA Platform Portfolio Rebalancing Trading Performance Reporting Client Portal Client Relationship Management (CRM) Portfolio Accounting Tax-Loss Harvesting
Portfolio Accounting Services
Advisor Xi® Suite:
Advisor Rebalancing®
The industry’s leading premium rebalancing application. Rebalance thousands of accounts and households in minutes.
Advisor Xi Suite:
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 Xi Suite:
Advisor CRM®
A web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics® CRM platform.
Advisor Xi Suite:
Advisor Services
Hand off your regular back-office processes to Tamarac and experience dramatic time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.
Daily position reconciliation Daily data audits Cost basis reconciliation Account aggregation Compliance reporting Client billing
April 16, 2014 Press Release Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM® - Redesigned User Interface Furthers Integration Upgraded CRM Leverages New Microsoft Dynamics® User Interface and Enhanced Integrations With Advisor Xi® Platform to Create More Cohesive Client Management Process®
May 21, 2014 InvestmentNews 9 best practices to implementing new technology The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
March 12, 2014 Press Release William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi® Tamarac's Advisor View and Advisor Rebalancing® Applications Will Provide Global Investment Firm With Integrated Approach to Serving Clients
June 11, 2013 White Paper RIA Productivity and Profitability: Integration Pays Better understand the impact technology integration can have on an independent RIAs' practice in terms of economic benefits and efficiency.
September 19, 2013 Press Release Envestnet | Tamarac Adds Powerful Business Intelligence Reporting to Advisor Xi Practice Management Platform Unique Solutions Reflect Envestnet | Tamarac Platform's Deep Integration Across Systems, Empowering Advisors with Insights for Increased Practice Growth and Client Retention
November 13, 2012 Tamarac University Envestnet | Tamarac™ Brings Tamarac University Online