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
May 2, 2013 Financial Planning In Succession Planning Deals, Go Beyond Price Tag: There's a big difference between succession-planning practice sales and other kinds of deal activity, advisors learned during a succession-planning panel Wednesday.
February 19, 2013 RIABiz The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force.
January 2, 2013 Power Lunch 2013 Highlights:
- A demo of Advisor Xi
- Tamarac outsourced services
- Local advisors who use Tamarac services will be available to answer your questions
December 20, 2012 Advisor Rebalancing Integration Envestnet | Tamarac Announces Integration of Advisor Rebalancing with Salentica Advisor Desk CRM
November 13, 2012 Tamarac University Envestnet | Tamarac Brings Tamarac University Online
November 8, 2012 On Wall Street Are Your Clients' Investments Ripe for Tax Harvesting?