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
July 28, 2016Press ReleaseEnvestnet | Tamarac to Roll Out Client Portal 2.0
Firm Also Introduces New Interactive Reporting & Chart Tools, plus Enhancements for Management & Reporting of Alternatives, in Latest Technology Release
July 01, 2016In the NewsThis Fintech Tool A Swiss Army Knife For Advisors
ETF.com's July issue of the ETF Report names the Tamarac Advisor Suite as their Fintech Tool of the Month. See how Bronfman E.L. Rothschild is using Tamarac to leverage their time, so they can spend more time in front of the client and less time on the back-office items.
June 17, 2016In the NewsStuart DePina: Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LP
"Integrated" and "transparent" are common buzzwords associated with today's wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as limited partnerships and jointly owned accounts. But now, thanks to software updates within the industry, this is no longer the case.