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

November 18, 2014 Press Release One of South Florida’s Largest Independent RIAs Harnesses Advisor® Xi Technology to Continue Growth Trajectory

Evensky & Katz / Foldes Financial Wealth Management Adopts Advisor View to Create More Interactive Experience for Clients

November 6, 2014 Press Release Direct Trade Processing Established Between Envestnet | Tamarac and Schwab OpenView Gateway

RIAs Can Save Time by Sending Trades Directly to Schwab Advisor Center® from Advisor® Xi with a Single Click

November 5, 2014 Press Release New Interactive iPad® App Helps Advisors Build Stronger Client Relationships

Fully Customized and Branded Application Brings New Interactivity and Elegant User Interface


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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