Advisor Xi

Product Type:

Portfolio Management Tool | Trading/Rebalancing Tool | CRM | Client Portal

Advisor Xi is an integrated web-based platform designed specifically to address the needs of today’s independent registered investment advisor (RIA). Advisor Xi deeply integrates leading portfolio management, performance reporting, billing, rebalancing, and trading software with an online client portal and an enterprise-level CRM. While components of Advisor Xi may be purchased separately, the complete solution delivers dramatic gains in efficiency, client satisfaction, compliance, and overall profitability.

INTEGRATION:

Morningstar By all Accounts, Hidden Levers, FACTSET, Quovo, Salentica, Fidelity, Pershing, Schwab Intelligent Technologies, TD Ameritrade, LaserApp, DocuSign, Laserfiche, Sharepointe, MoneyGuidePro, eMoney, CAIS, Sungard.

PRICING:

Not publicly disclosed.

FREE TRIAL AVAILABLE?:

Yes, but only upon request.

CREATED BY:

Envestnet Tamarac

COMPANY ABOUT US:

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Advisor Suite™ gives you the tools to conquer complexity and drive your success.

CONTACT:

E-mail: [email protected]