Envestnet | Tamarac

Wealth Managers Using Tamarac Advisor® Xi Can Invest in, and Obtain Research on, Third-Party Hedge Funds and Private Equity Funds Available from CAIS

Envestnet | Tamarac has teamed up with CAIS to provide independent advisors with access to third-party hedge funds and private equity funds, as well as research on the alternative investment space, through its portfolio and client management platform, Advisor® Xi.

More than 800 independent RIA firms rely on Advisor Xi, Tamarac's web-based, custodian-agnostic portfolio and client management technology platform, to collectively manage more than $500 billion in assets and over 1 million client accounts. The first phase of the integration between Tamarac's Advisor Xi and CAIS is now available to advisors.

Pershing Integration Makes Real-Time Balances, Holdings, Transactions, and Account Details Available in Portfolio Management Application and End-Client Portal

Envestnet | Tamarac has integrated its web-based, custodian-agnostic Advisor^® Xi suite with Pershing LLC’s open-architecture platform, NetX360^®. As part of the integration, registered investment advisors (RIAs) who custody with Pershing Advisor Solutions, and those RIAs’ clients, can obtain real-time account details directly from the Advisor View^™ portfolio management, reporting, and billing application.