Case Study: Stanford Investment Group, Inc. achieves $300M AUM growth and 70% revenue-per-employee increase with Envestnet | Tamarac

Stanford Investment Group, Inc. - Customer Case Study

Stanford Investment Group, Inc., a Mountain View wealth management firm serving 260 clients and managing roughly $750 million in assets, faced scaling challenges from proprietary Excel-based rebalancing, reporting and an outdated CRM. The firm struggled to keep up with increased rebalancing activity during the 2007–2008 market turmoil and sought a commercial, web-based solution — ultimately selecting Envestnet | Tamarac’s Advisor Rebalancing® in 2008 (later adding Advisor CRM® and Advisor View™).

Envestnet | Tamarac implemented the integrated Advisor® Xi suite (Advisor Rebalancing, Advisor CRM and Advisor View), automating trading, reporting, billing and client engagement. The automation eliminated duplicate trade entry, saved an estimated 3–4 days per month on trade execution/compliance, cut reporting from a team taking nearly a month to one person about a week (roughly a day of man‑hours), halved billing time (saving ~3 days/quarter), and achieved >80% client portal adoption; since 2008 SIG’s AUM rose by $300M to $750M and revenue per employee grew over 70%.

Stanford Investment Group, Inc.

John Kirkpatrick

Vice President and Wealth Advisor