Case Study: Krilogy Financial achieves streamlined operations and scalable growth with Envestnet | Tamarac's Advisor Xi

Krilogy Financial- Customer Case Study

Krilogy Financial, an independent wealth management firm based in St. Louis (founded 2009, $750M AUM, ~1,400 clients), faced a growing operational strain from a legacy CRM that functioned only as an electronic rolodex and forced advisors to spend excessive time on manual reporting and data reconciliation. To modernize and better support client-first service, Krilogy evaluated technology platforms and selected Envestnet | Tamarac’s Advisor Xi suite (including Advisor View, Advisor Rebalancing® and Advisor CRM®).

Envestnet | Tamarac implemented Advisor Xi with full data migration support and Tamarac University training, unifying CRM, reporting, rebalancing and a dynamic client portal. The integrated solution delivered on-demand reporting, deeper rebalance insights, and seamless CRM integration — driving 95% client portal adoption, an estimated savings of ~$7,000 per quarter (about 100 staff hours) and markedly improved advisor efficiency and client engagement.

Krilogy Financial

Andrew Miller

Director of Analytics at Krilogy Financial