Case Study: Spectrum Management Group, Inc achieves scalable, efficient management of $500M and 150+ households with Envestnet | Tamarac

Spectrum Management Group, Inc - Customer Case Study

Spectrum Management Group, Inc., a boutique wealth management and family office in Indianapolis managing roughly $500 million for 150–160 households with a nine-person team, faced time-consuming back-office work, fragmented reporting, and slow rebalancing that limited client engagement and growth. To solve this, they partnered with Envestnet | Tamarac and adopted the Advisor Xi suite, including Advisor Rebalancing, Advisor View, and Advisor CRM.

Envestnet | Tamarac delivered a fully integrated platform with Schwab connectivity, a client portal, CRM-driven workflows, and regular updates and training; the results: rebalancing time dropped from three days to about one hour, quarterly reporting went from a month to under a week, weekly check-processing time was halved, and the firm now efficiently serves 150–160 households and $500M AUM with nine staff. The unified Advisor Xi solution improved real-time client access, automation, compliance readiness, and freed the team to focus on client relationships and growth.

Spectrum Management Group, Inc

Leslie Thompson

Managing Principal