Advisor Rebalancing
 ®
The industry’s leading premium rebalancing application. Rebalance thousands of accounts and households in minutes.
Advisor View
 ™
An elegant portfolio reporting and billing application, offering portfolio performance, analytics, and allocation reports with real-time custodial data. Reports are available on-demand, in PDF and through a branded client portal.
Advisor CRM
 ®
A web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics® CRM platform.


“I feel very confident with the reliability and scalability of the Tamarac Advisor Xi suite and outsourced services. I'll never outgrow what Tamarac offers.” Jim McGehee, Founder - McGehee Wealth Advisory Group


Hear from our clients
Bob Lee /on Advisor Xi
Co-founder and Managing Director - BluePrint Investing

October 18, 2017 Press Release Envestnet | Tamarac Wins for Best Client Portal at the 2017 Wealth Management Industry Awards

Client portal receives top honors for delivering an engaging online experience that empowers advisors and clients

September 19, 2017 Press Release Envestnet | Tamarac Releases RIA Platform on Okta Integration Network

Registered independent advisors (RIAs) using Okta to connect to their software applications can now obtain quick access to Tamarac’s web-based reporting, trading and CRM platform with one secure single sign-on.

August 22, 2017 Press Release Envestnet | Tamarac is on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace

Independent financial advisors using Tamarac benefit from the integration of its powerful portfolio and client management platform to deliver a comprehensive and scalable solution


Hear from our clients
Adam Huke /on Tamarac
Director of Investment Management - Cassaday & Company, Inc
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  
Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Join a Tamarac representative for a one-on-one tour of Advisor Xi.
Request a Demo  


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