Tamarac - The freedom to grow your business

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Integrated RIA Platform
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 ViewTM Performance Reporting
& Outsourcing Solution

Advisor CRM® Central Integration
Point

Advisor
Rebalancing® Portfolio Rebalancing &
Trading

Advisor OMSTM Straight-Through
Processing

Integration
Partners Seamless Third-Party
Integrations

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