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.
“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
December 12, 2016Press ReleaseTamarac Incorporates Yodlee’s Data Aggregation into Advisor Xi®
Envestnet | Tamarac’s Most Recent Technology Release, which Includes a New ‘Net Worth’ Report, Further Enhances its Client Portal as a Single Location to Engage Clients & Provide a Complete Picture of Their Wealth