Bundled (multiple products/modules available)

Advisor Xi

By Envestnet | Tamarac

701 Fifth Ave, 14th floor

Seattle, WA 98104

tamaracinc.com

Description

Untitled Document

One integrated platform to scale your business more profitably
Advisor Xi is an integrated web-based platform designed specifically to address the needs of today's independent registered investment advisor (RIA). Advisor Xi deeply integrates leading portfolio management, performance reporting, billing, portfolio rebalancing and trading software with an online client portal and an enterprise-level CRM.

Meaningful Integration

Advisor Xi is unique in the RIA marketplace because of the level of integration that Tamarac continually adds to its platform. Information and functionality between applications and third party providers is seamlessly shared across the Advisor Xi suite. Each of Advisor Xi's core applications lead the industry in innovation, functionality and usability.
While components of Advisor Xi may be purchased separately, the complete solution delivers dramatic gains in efficiency, client satisfaction and overall firm profitability.

Custodian Agnostic Platform

Advisor Xi is a custodian agnostic and Web-based platform built on the Software-as-a-Service (SaaS) business model for over 14 years. Each application within the Advisor Xi suite receives significant enhancements every 60 days — largely based on client feedback.
Proven Implementation and Support

As a client of Tamarac, you will have a wealth of support and training options. Tamarac provides your firm with a dedicated implementation team that works with you to convert your data from legacy systems, set up your applications to match the way you do business and train your staff using your firm's own data.

Thanks to the massive resources that Tamarac devotes to supporting its clients, the company is proud of an over 98% client renewal rate on its Advisor Xi platform.

Contact your local Tamarac sales consultant and find out why over 700 independent RIA firms, collectively managing over $350B in assets, trust the Advisor Xi platform to scale their business more profitably.
"Our relationship with Tamarac is truly a partnership. The fully integrated suite enables us to bring all of our resources into focus at any moment, and make the client feel like they are our only client. We are not aware of another system that comes even close to enriching our client experience like Tamarac.

With Advisor Xi, we feel we could double or triple our practice without missing a beat and, more importantly, without any dilution to the client experience."
March Choate, Principal, Malaga Cove Capital LLC
Services Offered
Client testimonials

Bob Lee
Co-Founder and Managing Director, BluePrint Investing

Melissa McDermott
Founder, Empirical Wealth Management
More information
 


Services Offered

  • CRM
  • Portfolio management
  • Portfolio re-balancing
  • Document management
  • Account aggregation
  • Additional services: Optional outsourced daily portfolio accounting services

Video Demonstration


Contact for Additional Product Information

(877) 335-7391

sales@tamaracinc.com

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For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.