Bundled (multiple products/modules available)
By Envestnet | Tamarac
701 Fifth Ave, 14th floor
Seattle, WA 98104
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.
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.
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.
- Portfolio Management (Advisor View)
- Portfolio Rebalancing (Advisor Rebalancing®)
- CRM (Advisor CRM®)
- Account aggregation
- Outsourced portfolio accounting services
- Account aggregation
- Document management
- Financial planning
- Portfolio management
- Portfolio re-balancing
- Additional services: Client Portal, Tax-Loss Harvesting, Performance Reporting, iPad App, Outsourced Portfolio Accounting Services
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