William Blair & Company has selected Envestnet | Tamarac’s custodian agnostic portfolio management platform, Advisor Xi, for its private wealth management business.
The Advisor Xi platform is a web-based platform, which integrates portfolio management, billing, rebalancing, trading and performance reporting functions with an online client portal.
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The Advisor Xi platforms consists of Tamarac’s Advisor Rebalancing, a portfolio rebalancing and trading solution, and Advisor View, an integrated portfolio management and reporting application.
Tamarac claims that integration of its Advisor View and Advisor Rebalancing applications will facilitate real-time, transparent reporting and other portfolio management efficiencies for William Blair’s private wealth clients in 2015.
John Brennan, William Blair’s head of counseling, said: "Our business is squarely centered on the ever-changing needs of our private wealth clients. The expanding client base requires more real-time, transparent reporting capabilities.
"Our selection of Envestnet | Tamarac will enable us to provide our financial advisors with cutting-edge technology solutions, tailored to meet the diverse requirements of each and every client," he added.
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