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
Advisor Xi Suite:
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
February 10, 2014 Press Release Envestnet | PMC Launches New Series Of Cost-Effective Beta Portfolios Quantitative Portfolios Feature Core Market Exposure, Tax Minimization and Personal Customization
February 7, 2014 2014 Advisor Summit Join us for Tamarac's 8th Annual User Conference The 2014 Advisor Summit is your opportunity to join hundreds of advisors from around the country to learn best practices on the Advisor Xi platform from Tamarac product experts.
December 3, 2013 Press Release Envestnet | Tamarac Advisor Xi® Platform Added to Pershing's NetX360® Technology Channel Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals
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