Case Study: Toth Financial achieves audit readiness and streamlined operations with Envestnet | Tamarac's Advisor Xi

Toth Financial - Customer Case Study

Toth Financial, a Leesburg, Va. RIA founded in 1986, faced the risk and operational limits of a proprietary trading and reporting system maintained by one person, plus more than 30 years of transactional data and no dedicated CRM. Seeking automation, stronger cybersecurity, better client engagement, mobile access, improved document management and corporate-level reporting, Toth Financial selected Envestnet | Tamarac and its Advisor Xi platform to replace their legacy systems.

Envestnet | Tamarac implemented the Advisor Xi suite (Advisor View, Advisor Rebalancing and upcoming Advisor CRM) with TamU classroom training, on-site support and bespoke billing/customization, plus integrations for custodial data. The result: reporting time reduced by more than half, quarterly rebalancing cut from roughly two weeks to three–four days, faster responses during a regulatory audit, centralized security for client data, and streamlined workflows that position Toth Financial to grow without adding staff.

Toth Financial

Ken Bowen

Chief Operating Officer and Portfolio Manager