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
October 22, 2014 White Paper 10 Tips for Successfully Implementing New Technology Solutions for RIAs This paper provides a detailed example and tips for RIAs to nail down a successful technology implementation.
September 10, 2014 Press Release Envestnet | Tamarac™ Solutions Empower CliftonLarsonAllen Wealth Advisors to Streamline and Broaden Service Offerings CLA Wealth Advisors Selects Tamarac’s Advisor Xi® Suite as its Complete Portfolio and Client Management Platform
September 10, 2014 Press Release Beacon Pointe Advisors, one of the Nation’s Largest Independent RIAs, Selects Envestnet | Tamarac™ Software and Service to Fuel Growth Cutting-Edge Advisor Xi® Advisory Practice Management Platform Streamlines Operations ®
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