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
April 5, 2016Press ReleaseLitman 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