Addepar: The operating system for our financial world
App Partner
Financial Services Case Studies and Success Stories with Addepar platform
CASE STUDY Rincon Advisors
Addepar helped Rincon Advisors improve portfolio analysis and reporting. Before Addepar, Rincon spent days gathering data and building reports by hand. With Addepar, they now quickly aggregate data f...rom all asset classes and create custom reports. The platform lets them answer more client questions and share information securely. Rincon can now serve more clients without hiring more staff, growing efficiently with better service.
Addepar helped Winthrop Wealth improve their client experience. The firm needed better tools for portfolio reporting and data accuracy. Addepar provided automated data checks, easy report building, a...nd strong Salesforce integration. Advisors now spend less time on manual work and more time with clients. The new system supports growth and builds trust with clients.
Rincon Advisors improved efficiency and analysis, eliminating slow manual data entry with Addepar, enhancing in-depth reporting and multi-generational support.
Addepar helped Fremont Group manage complex investment data for their family office. Fremont needed a flexible system to present and analyze data for different family members. Addepar allowed them to... customize reports and handle private investment company needs. The solution improved operational efficiency and gave them access to new information. Fremont now spends more time on analysis and risk management.
Addepar Navigator helped Stone Temple Partners manage complex portfolios for multiple families. The firm faced challenges with manual spreadsheets, leading to inefficiency and missed opportunities. W...ith Navigator, Stone Temple closed 10–20% allocation gaps and saw a 150 basis point return lift. Planning time dropped by up to 90%. The platform enabled better modeling, risk oversight, and proactive planning for clients.
Addepar helped Laird Norton Wetherby merge three firms and unify their technology. The firm faced challenges with legacy systems, inconsistent asset classification, and manual workflows. Addepar prov...ided a flexible platform with strong integrations and custom reporting. LNW saved 40 hours per week managing alternatives, responded to client requests 20 hours faster, and saved over 1,000 hours in reporting each year. The transition improved efficiency and data accuracy for the investment teams.
Addepar helped Tiedemann Advisors improve their investment and wealth management reporting. Tiedemann needed better technology to support rapid growth and client demands. Addepar provided a flexible ...platform for customizable, detailed reporting, especially for impact investments. The solution automated manual processes and enabled Tiedemann to scale without expanding their team. Tiedemann tripled their client base in five years and now offers advanced, integrated reporting to clients.
Addepar helped Three Bell Capital deliver a modern client experience for tech-savvy investors. Three Bell needed a flexible, customizable platform for clear, user-friendly reporting. Addepar provided... tools to organize and display data in ways that fit client needs. The platform's customization features let Three Bell tailor reports and visuals for each client. Four out of five clients said they were satisfied with the portal and its data presentation. Addepar enabled 24/7 live portfolio updates and improved client understanding of investments.
Rincon Advisors improved efficiency and analysis, eliminating slow manual data entry with Addepar, enhancing in-depth reporting and multi-generational support.
CASE STUDY GM Advisory Group (now doing business as Wealthspire Advisors)
Addepar helped GM Advisory Group improve client reporting and service. The firm faced challenges with manual data entry and complex client needs. Addepar's platform made reporting faster and more acc...urate. Manual processes that took weeks now take days. The solution reduced errors and saved time. GMAG uses Addepar to win new business and deliver personalized services.
Navigator helped Sage Mountain Advisors move from spreadsheets to a scalable portfolio management tool. The firm needed better ways to manage alternative investments and cash flow forecasting. Naviga...tor made it easy to use the same assumptions across all advisors and clients. This improved consistency, efficiency, and client communication. Sage Mountain now provides clear reports and real-time updates for over 160 households and $5 billion in assets.
Addepar helped Saranac Partners, a wealth management firm, solve manual and inefficient processes. Saranac used to spend a lot of time on manual analysis and reporting. With Addepar, they saw a 97% d...ecrease in manual work and doubled the number of clients served. The firm now gives clients tailored portfolio views and faster, more accurate analysis. Addepar improved efficiency and client satisfaction for Saranac Partners.
Addepar helped Three Bridge Wealth Advisors upgrade their technology to support rapid growth. Three Bridge chose Addepar for its strong features in handling alternative investments and its customizat...ion options. The Addepar Client Success team trained Three Bridge staff to use the system quickly and efficiently. With Addepar, report creation time dropped from four days to about 10 minutes, and data aggregation now takes just four seconds. Three Bridge is very satisfied with the results and the support from Addepar.
Addepar helped Cherry Creek Family Offices upgrade their technology for better client service. Cherry Creek needed a platform to handle complex ownership structures and alternative assets. Addepar al...lowed them to model these complexities and manage all asset data directly. The firm now creates custom reports in seconds instead of hours or days. Addepar's portal also supports paperless, secure communication with clients.
Addepar helped Meyer Handelman Company modernize its legacy systems. The firm wanted to grow and attract younger clients while keeping its family-focused service. Addepar made reporting and workflows... faster and easier. The company saw a 29% increase in assets under management. They added 50-70 new accounts and cut report preparation time by 75%. This let them scale their business and serve more families across generations.
Addepar helped Gleneagles Group, a family office in Atlanta, improve their financial reporting. Gleneagles needed a user-friendly solution to handle complex, multigenerational family finances. Addepa...r replaced their legacy system, making data migration and training easy. The time to create reports dropped by 50%–60%. Staff and family members now access data quickly, and the firm can focus on higher-value work.
Gleneagles Group improved their wealth management services using Addepar, enhancing financial reporting and investment oversight for ultra-high-net-worth families.
Addepar helped Bird&Bee, a Belgium-based family office, improve reporting and long-term wealth planning. Before Addepar, Bird&Bee used manual Excel processes that were slow and error-prone. With Adde...par, the firm automated reporting, saving the work of one full-time employee and removing manual data entry errors. The platform made it easy for the founder to manage all tasks alone, serve more clients, and focus on value-added activities. Addepar’s tools also helped Bird&Bee support multi-generational wealth management and client needs.
Addepar helped Activest Wealth Management (AWM) replace their old software to support rapid growth and expansion in Latin America. AWM faced challenges with manual data entry, slow reporting, and lim...ited system flexibility. With Addepar, AWM cut reporting time by 40%-50% and reduced manual data entry by 20%-30% each week. They doubled their custodial feeds and consolidated 20 views into one dashboard. AWM now provides clients with 24/7 access to financial data and improved advisor efficiency.
Gleneagles Group improved their wealth management services using Addepar, enhancing financial reporting and investment oversight for ultra-high-net-worth families.
Addepar helps Jefferies improve transparency in financial reporting. Jefferies needed better consolidated reporting for complex portfolios. Addepar provides real-time analysis and supports multiple a...sset classes and currencies. The platform lets advisors present clear, detailed reports to clients. This helps Jefferies deliver better service and accountability to their clients.
Addepar helped Boreal Capital Management improve client reporting and data consolidation. Boreal faced challenges managing complex portfolios across many custodians and currencies. Addepar provided a... platform that made data consolidation and reporting easier and faster. The Addepar team offered hands-on support, custom templates, and training. Boreal saw better efficiency, strong platform adoption, and improved client experience with mobile and proposal tools.
Addepar helped CD&R, a large fund manager with over $70 billion in assets, upgrade its internal technology platform. CD&R needed a single source of truth for data, advanced analytics, and flexible, s...calable reporting. Addepar provided a centralized data warehouse and customizable dashboards. The platform enabled fast, on-demand reporting and replaced manual Excel processes. Now, over 500 users at CD&R can access data quickly and efficiently, improving internal reporting and data management.
Addepar helped Legacy Knight, a multi-family office, solve problems with manual data entry and limited report customization. Legacy Knight used Addepar to improve data accuracy and reporting. They re...duced headcount for data verification by 15%. They now serve 10 times more households. Time spent on reporting dropped by 75%. Addepar made it easier for Legacy Knight to grow and provide better service to clients.
Addepar helped CAM Capital move from Excel to a faster, more accurate reporting platform. CAM Capital needed better customization and speed for their investment and accounting teams. Addepar let them... build and adjust reports in seconds, without needing outside help. The platform improved accuracy, reliability, and day-to-day efficiency. CAM Capital now enjoys quick, flexible analytics and strong support from Addepar’s client solutions team.
Addepar helps Blue Oak Capital, LLC, a small RIA, automate performance reporting and streamline portfolio management. The firm uses Addepar’s flexible platform to customize client reports and elimina...te manual data work. This lets partners focus on building strong client relationships and winning new business. Addepar’s integrations with Redblack and Salesforce support Blue Oak’s lean, two-person team. The technology enables comprehensive reporting for 130 families and $450 million in assets under advisement.
Addepar helped Patrimonica, a Montreal-based multi-family office, manage complex client portfolios and improve efficiency. Patrimonica faced challenges with manual reporting and tracking private inve...stments. Addepar's platform enabled a 260% increase in assets under management and reduced staff needed for data entry and audits by 50%. The firm also saw a 70% reduction in time spent on data analytics and a 40% reduction in time for quarterly reports. Patrimonica now delivers more personalized service and supports growth without adding staff.
Addepar helped WE Family Offices improve growth and efficiency. WE Family Offices needed to scale their advisory services and get real-time portfolio insights. They chose Addepar as their technology ...platform. With Addepar, they reduced manual transactions by 27% and automated 30% of transactions. They doubled their client base with no increase in operational headcount. Report creation time dropped by 94%. WE Family Offices now works faster and serves more clients without losing quality.
Addepar helps Dynasty Financial Partners give advisors a unified experience. Dynasty needed better technology to support independent advisors and their clients. Addepar's platform provides real-time ...portfolio analysis and consolidated financial reporting. Advisors can present rich data and visualizations to clients. The open architecture allows easy integration with partners and third-party systems. This partnership helps Dynasty serve larger clients and improve reporting tools for advisors.
Addepar helped PagnatoKarp, a financial services firm, support rapid business growth. PagnatoKarp needed a platform for advanced data aggregation, custom reporting, and better client experience. Adde...par integrated with their CRM and financial planning tools, allowing data from third-party sources and private investments. The firm maintained a 99% client retention rate and grew without adding reporting staff. Addepar enabled scalable, customized reporting and improved back-office efficiency.
Makena Capital Management used Addepar to improve transparency and reporting for their clients. They needed to scale their analysis and reporting as their client base grew. Addepar’s open architectur...e and APIs let Makena build a custom client portal. This portal gives clients clear insights into their investments. With Addepar, Makena scaled operations without increasing staff size.
Addepar helped Papo Group, a Dominican Republic-based single family office, improve transparency and unify their wealth management. The group faced challenges with manual processes and legacy technol...ogy. Addepar provided a real-time dashboard and custom analysis views. Papo Group saved 75% of the time previously spent on manual tasks. They now focus more on investments and deliver better reports to family members. The Addepar Navigator tool also helped optimize cash management and portfolio strategy.
Other Industry Case Studies and Success Stories with Addepar platform
CASE STUDY Crescent Grove Advisors
Addepar helps Crescent Grove Advisors improve efficiency in wealth management. Before Addepar, creating net worth statements took up to three days. Now, the process is almost real-time. Advisors can ...track transactions across all asset classes and currencies. Addepar lets Crescent Grove Advisors give clients fast, clear financial reports. This upgrade lets advisors spend more time serving clients.
HSBC UK Private Banking Introduces Addepar Platform, Boosts Offerings
HSBC UK Private Banking has adopted the Addepar platform to enhance its wealth management services. By integrating Addepars investment portfolio management and asset aggregation software, HSBC aims t...o deliver improved portfolio reporting, data-driven insights, and a more personalized client experience for high-net-worth individuals. This move strengthens HSBCs digital capabilities in private banking and underscores Addepars growing presence in global financial institutions.
HSBC UK Private Banking deploys Addepar software platform
HSBC UK Private Banking has deployed Addepars investment portfolio management platform to enhance reporting and analytics for ultra and high net worth clients. HSBC is the first major UK bank to impl...ement Addepar, following earlier adoption by its US Private Bank. The platforms advanced alternatives reporting and tailored performance insights were key factors in the decision.
