Integrated RIA Platform
Advisor Xi is a web-based platform that uniquely delivers meaningful integration amongst best-in-class RIA
applications. Advisor Xi integrates portfolio accounting, model management, monitoring, rebalancing, trading
and performance reporting with a client portal and enterprise-level client relationship management (CRM)
While components of Advisor Xi can be purchased separately, when integrated, the complete suite delivers new
levels of efficiency, accuracy, scalability, and profitability.
Advisor ViewElegant portfolio analysis, on-demand performance reporting, personal dashboards, customizable PDF reports, and powerful billing capabilities.
Advisor CRM®A central integration point for servicing your clients. Accessible via the web or from within Microsoft Outlook®. Designed specifically for independent RIAs and built on the familiar Microsoft Dynamics® CRM platform. Integrates information and functionality with Advisor View, Advisor Rebalancing, and growing list of select third party applications.
Advisor Rebalancing®Advanced model portfolio management, monitoring, rebalancing, trading, real-time pricing, and post-trade reconciliation.
Advisor OMSStraight-through processing of trades in Advisor Rebalancing using SunGard’s FIX connection.
Client PortalThe Advisor View client portal engages your clients online with a rewarding application that dynamically presents their portfolio performance and provides a platform for online communications. You have complete control over the reports and information each client can access, and the built-in documentation vault makes it secure and easy to send, receive, and archive documents.
Third Party IntegrationsAdvisor Xi integrates with other best-in-class applications in areas such as financial planning, document management, online form submission, account aggregation, and the top custodian platforms.
Advisor Services®Outsource your daily reconciliation and cost basis calculations and reallocate your staff to client-facing and revenue generating activities. Reconciled accounting data is seamlessly shared across the Advisor Xi suite.
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
We really look at Tamarac as a strategic partner to our business. We think of Tamarac as thought leaders because they are always looking for innovative products and solutions to better service clients. And that’s exactly how we view our business.
Brent Burns, President and Co-Founder