Advisor Xi Suite
A web-based platform that uniquely integrates best-in-class rebalancing, reporting and practice management software.
Integrated RIA Platform Portfolio Rebalancing Trading Performance Reporting Client Portal Client Relationship Management (CRM) Portfolio Accounting Tax-Loss Harvesting
Advisor Xi Suite:
Hand off your regular back-office processes to Tamarac and experience dramatic time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.
Daily position reconciliation Daily data audits Cost basis reconciliation Account aggregation Compliance reporting Client billing
December 3, 2013 Press Release Envestnet | Tamarac Advisor Xi® Platform Added to Pershing's NetX360® Technology Channel Firm Continues to Integrate with Leading Custodial Platforms to Abbreviate Trading and Portfolio Management Processes for RIAs
November 26, 2013 In The News RIABiz Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals
December 1, 2013 In The News Financial Planning The move to the cloud is finally taking place. In category after category of this year's Financial Planning Tech Survey, we found software providers making the shift, and advisors responding. In CRM software, cloud-based providers are gaining share...
June 11, 2013 White Paper RIA Productivity and Profitability: Integration Pays Better understand the impact technology integration can have on an independent RIAs' practice in terms of economic benefits and efficiency.
September 19, 2013 Press Release Envestnet | Tamarac Adds Powerful Business Intelligence Reporting to Advisor Xi Practice Management Platform Unique Solutions Reflect Envestnet | Tamarac Platform's Deep Integration Across Systems, Empowering Advisors with Insights for Increased Practice Growth and Client Retention
November 13, 2012 Tamarac University Envestnet | Tamarac Brings Tamarac University Online