Advisor Xi Suite
A web-based platform that uniquely integrates best-in-class rebalancing, reporting and practice management software.
Integrated RIA Platform
Portfolio Rebalancing
Trading
Performance Reporting
Client Portal
Client Relationship Management (CRM)
Portfolio Accounting
Tax-Loss Harvesting
Portfolio Rebalancing
Trading
Performance Reporting
Client Portal
Client Relationship Management (CRM)
Portfolio Accounting
Tax-Loss Harvesting
Portfolio Accounting Services
Advisor Xi® Suite:
Advisor Rebalancing®
The industry’s leading premium rebalancing application. Rebalance thousands of accounts and households in minutes.
Advisor Xi Suite:
Advisor View®
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.
Advisor Xi Suite:
Advisor CRM®
A web-based platform that uniquely integrates best-in-class rebalancing, reporting and practice management software.
Advisor Xi Suite:
Outsourced Services
Hand off your regular back-office processes to Tamarac and experience dramatic time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.
Daily position reconciliation
Daily data audits
Cost basis reconciliation
Account aggregation
Compliance reporting
Client billing
May 2, 2013
Financial Planning
In Succession Planning Deals, Go Beyond Price Tag: There's a big difference between succession-planning practice sales and other kinds of deal activity, advisors learned during a succession-planning panel Wednesday.
February 19, 2013
RIABiz
The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force.
January 2, 2013
Power Lunch 2013
Highlights:
- A demo of Advisor Xi
- Tamarac outsourced services
- Local advisors who use Tamarac services will be available to answer your questions
December 20, 2012
Advisor Rebalancing Integration
Envestnet | Tamarac™ Announces Integration of Advisor Rebalancing with Salentica Advisor Desk™ CRM
November 13, 2012
Tamarac University
Envestnet | Tamarac™ Brings Tamarac University Online
November 8, 2012
On Wall Street
Are Your Clients' Investments Ripe for Tax Harvesting?
