Advisor Xi

The Most Efficient Way to Manage Your Business

Your time is valuable. Financial advisors using Advisor Xi spend 40 percent less time in back-office operations and have more time for clients and prospects or for taking a break from the office.

Advisor Xi integrates portfolio and customer management applications from Tamarac and other trusted third parties into a web-based platform, so you can focus on growing your business, not managing back-office operations.

Advisor Services

Our experienced portfolio management team works with most any custodian to pull daily position information into the Advisor Xi platform and conduct daily reconciliation and audits, ensuring the account and transaction data used throughout the suite is timely and accurate.

Integration Hub

Intelligently manages custodial, application, and third-party data, making it instantly accessible throughout the Advisor Xi suite. When you update information in one product, the integration hub ensures that it’s also updated in all other products that share that data.

All Tamarac technology is housed in our private cloud with Rackspace® Hosting, the market leader in managed hosting services with SSAE-16 Type II and SAS70 Type II compliance.

Web-Based Applications

Since 2000, Tamarac has built the Advisor platform on the Software-as-a-Service (SaaS) business model. Advisor Xi delivers the high-speed performance of desktop applications while providing the security, redundancy, and mobility of a web-based solution.

Accessibility

Access all Advisor Xi applications from Microsoft Outlook. Advisor Xi also supports the virtual office and is accessible via browser, smartphone, or tablet.