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) system.

While components of Advisor Xi can be purchased separately, when integrated, the complete suite delivers new levels of efficiency, accuracy, scalability, and profitability.

Advisor View™

Elegant 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 OMS™

Straight-through processing of trades in Advisor Rebalancing using SunGard’s FIX connection.

Client Portal

The 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 Integrations

Advisor 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.