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
October 22, 2014White Paper10 Tips for Successfully Implementing New Technology Solutions for RIAs
This paper provides a detailed example and tips for RIAs to nail down a successful technology implementation.