Tamarac Advisor Xi is an integrated web-based suite of portfolio management, customer management and outsourced services. Advisor Xi provides meaningful integration between:

Advisor Rebalancing ®
Industry's leading portfolio monitoring, rebalancing, trading and reconciliation application. Used by over 500 independent RIAs to managing over $250 billion in assets.

Advisor OMS™
Straight through processing from Advisor Rebalancing using Sunguard's FIX connection to execute ETF and equity trades with over 350 brokers.

Advisor View™
Dynamic performance reporting and advanced billing application with a branded customer portal. Complemented by Tamarac Advisor Services outsourced portfolio accounting services.

Advisor CRM®
Custom version of Microsoft Dynamics® CRM built for independent RIAs. Tamarac further tailors Advisor CRM to match each RIAs processes through custom workflows, reports, searches and dashboards. Rebalancing, performance reporting and portfolio accounting information and functionality are seamlessly integrated. Works natively from Outlook, as well as via a browser or smartphone.

Third Party Applications
Built on .NET technology using SQL server, Tamarac supports integration with a growing list of select third party vendors in the areas of; financial planning, documentation management, account aggregation, online form submission and hosted Microsoft Exchange.

When used in concert, the individual applications of Advisor Xi form a fully integrated RIA solution that will scale with your business for generations to come.

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Member Integrations

Click here for NON-MEMBER Integrations

PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration

DOCUMENT MANAGEMENT
INTEGRATIONS
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration