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.
“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
October 20, 2016Press ReleaseEnvestnet | Tamarac Offers Access to Goals-Based Reporting in Advisor View™ & Client Portal
Tamarac’s Latest Technology Release Features Update Across the full Advisor Xi Suite Including Two-Way Integration with MoneyGuidePro®