Envestnet | Tamarac™

Advisor Xi™ by Envestnet | Tamarac™ offers Registered Investment Advisers an integrated web-based platform developed specifically for their needs. Advisor Xi deeply integrates best-in-class performance reporting, billing, rebalancing, and trading software with an online client portal and an enterprise-level CRM. While components of Advisor Xi may be purchased separately, the complete solution delivers dramatic gains in efficiency, client satisfaction, compliance, and overall profitability. Advisor Xi includes:

Advisor View™ - An elegant performance-reporting application, offering portfolio analysis, on-demand performance reporting, personal dashboards, customizable PDF reports, and powerful billing capabilities. The included client portal engages clients online by dynamically presenting portfolio performance and by providing a platform for secure online communications.

Advisor Rebalancing® - The industry’s leading premium rebalancing application, offering advanced model portfolio management, monitoring, rebalancing, trading, real-time pricing, and post-trade reconciliation. Rebalance thousands of accounts and households in minutes.

Advisor CRM®A central integration point for servicing your clients. Accessible via the web or from within Microsoft Outlook®, designed specifically for independent RIAs and built on the trusted Microsoft Dynamics® CRM platform. Integrates information and functionality with Advisor View, Advisor Rebalancing, and growing list of third-party applications.

Outsourced Portfolio Accounting Services – Free your staff from daily reconciliation and cost-basis calculations and let Tamarac Advisor Services® take on the detail work. Reconciled accounting data is seamlessly shared across the Advisor Xi suite, allowing your staff to focus on client-facing and revenue-generating activities, armed with up-to-date information.

For more information, please visit Tamarac’s website, or contact Tamarac Sales at 866-525-8811 and sales@tamaracinc.com.