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

February 10, 2016 Press Release Envestnet ৷Tamarac Rolls Out Industry's First System-Integrated Percentage Ownership Capability

As Part of Latest Tech Update Release, Advisors can Create, Modify & Report on Percentage Ownership Accounts in Envestnet | Tamarac's Advisor View™

February 5, 2016 Press Release Tech trends in a down market

When markets get volatile, advisers need technology more than ever. Brandon Rembe of Envestnet explains how to stay ahead of the game

February 4, 2016 Media Coverage Envestnet | Tamarac Integrates with TD Ameritrade Institutional's Veo® Platform

Advisors Utilizing Tamarac's RIA platform Advisor® Xi can Access Real-Time Data , Alerts and Custodial Documents for Client Accounts Custodied at TD Ameritrade Institutional


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  


Sign In
Advisor Rebalancing
Advisor View