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

March 9, 2017 Press Release Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application

Award recognizes the caliber of the company’s Advisor View™

March 8, 2017 In the News Aside from Robotics, Low-Fee ETFs and the Fiduciary Rule, Everything's Just Rosy for RIAs Right Now

Despite challenges from robo-advisor services and passively-managed funds, registered investment advisors are optimistic about their future.

March 27, 2017 In the News Is Your Technology Working Against You?

A wrong decision in your tech purchases can take you away from clients and make you less efficient


Hear from our clients
Adam Huke /on Tamarac
Director of Investment Management - Cassaday & 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  


Sign In
Advisor Rebalancing
Advisor View