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

April 5, 2016 Press Release Litman Gregory Harnesses Envestnet | Tamarac Portfolio Management Solution to Streamline & Grow RIA Practice

Envestnet | Tamarac's Advisor View™ Application & Client Portal Empower Litman Gregory Asset Management's Advisors to Strengthen Client Relationships & Demonstrate More Value

March 31, 2016 Press Release Envestnet | Tamarac Rolls Out New Initiatives in Advisor View™ Client Portal

Updates Include New Household Structure, Service Team Functionality, & Redesigned User Interface to Create Better Online Client Engagement

March 23, 2016 Press Release Envestnet | Tamarac Announces Integration with CAIS

Wealth Managers Using Tamarac Advisor® Xi Can Invest in, and Obtain Research on, Third-Party Hedge Funds and Private Equity Funds Available from CAIS


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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