Fintech Integration Marketplace

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Advisor Xi | Tamarac

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®
Envestnet | Tamarac
  • Portfolio and Client Management
  • CRM
Envestnet | Tamarac

Companies that integrate with Advisor Xi

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

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Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.

Envestnet | Tamarac

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.