Tamarac announces Advisor® Xi, new integration partners, facilitates document management for advisers

Tamarac’s integrated platform expands connections to popular document management software applications. 

In a press release today, Seattle-based Tamarac Inc. announced the first wave of integration partners for the latest iteration of its platform for advisers, Advisor® Xi.

Click here to read the full release on PRNewswire.

Three popular document management software applications headline the integration, with support announced for Laserfiche® from Cities Digital, Worldox® from Trumpet, and NetDocuments®. In addition to the document management integrations, Advisor Xi will also include integrations with Laser App for online form submissions, MoneyGuidePro™ for financial planning, ByAllAccounts® for account aggregation, and Rackspace for hosted Microsoft Exchange®.

Matt Stroh, VP of Marketing at Tamarac said in the press release, “Partnering with these first-class vendors represents Tamarac’s commitment to taking integration to the next level. Together, we will offer a complete best-of-breed platform that will give financial advisors greater opportunities to replace manual processes with fully automated workflows that span across multiple, integrated products.”


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