Advisor Xi | Tamarac

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About

Advisor Xi is a portfolio and client management platform built specifically for independent RIAs.Uniquely integrates leading portfolio management, performance reporting, billing, rebalancing and trading software with an online client portal and enterprise level CRM Designed as a true Software-as-a-Service (SaaS) solution that receives significant enhancements every 60 days Integrated with Schwab OpenView Gateway® and PortfolioCenter®

Contacts

https://tamaracinc.com/

TamaracSales@envestnet.com

https://www.linkedin.com/company/tamarac-inc./

https://twitter.com/ENVTamarac

Products / Services

Portfolio and Client Management
CRM

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Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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