Tamarac Advisor X is an integrated web-based suite of portfolio management, CRM and outsourced services.

Advisor X uniquely integrates:


A custom version of Microsoft Dynamics® CRM built for independent RIAs. Rebalancing, performance reporting and portfolio accounting information and functionality are seamlessly integrated. Works natively from Outlook.


Dynamic performance reporting application and branded customer portal. Runs on daily performance intervals.


The industry's leading portfolio rebalancing and trading application.


Straight-through processing for equity and ETF trades.


When used in concert, the individual components of Advisor X form a fully integrated back-office solution.

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Member Integrations

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PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration

DOCUMENT MANAGEMENT
INTEGRATIONS
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration