Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

Advisor Xi

By Envestnet | Tamarac

701 Fifth Ave, 14th floor

Seattle, WA 98104


Services Offered

  • Account aggregation
  • Compliance
  • CRM
  • Document management
  • Financial planning
  • Portfolio management
  • Portfolio re-balancing
  • Additional services: Client Portal, Tax-Loss Harvesting, Performance Reporting, iPad App, Outsourced Portfolio Accounting Services

Contact for Additional Product Information

(877) 335-7391


To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.