Addepar

“We weren’t just looking for another technology platform. We were looking for an innovative thought partner to help us exceed client expectations, and we found that in Addepar.”

“This was the best deployment in my 40 years in the business. It's an example of how things should be done.”

“Addepar future-proofs our tech stack.”

“Addepar’s out-of-the-box integration enriches our Salesforce records, and makes our overall platform that much more valuable.”

“Trust is integral to Winthrop’s client relationships. We needed a partner that understood this, and would not only help establish confidence in data accuracy but also act as a single source of truth for our reporting and analysis.”

“One of our advisors summed it up by saying, ‘Life before Addepar is like life before the iPhone — I don’t even remember it.”

“Our mission is to help families make decisions with confidence, competence, a sense of success and a sense of control. That’s what we do. And there’s no doubt that Addepar has become a key player in that.”

“Addepar provided the flexibility and sophistication that was necessary for the growth we have achieved over the past few years.”

“The transparency that the Addepar reports provide is aligned with our core values and we believe it contributes to long-term client retention.”

“Addepar helps us deliver a very high level of service to our clients.”

“The open architecture that Addepar has -- to me, it's sort of a non-negotiable.”

“We needed a more modern system, a more flexible reporting system”

“Order of magnitude is not a strong enough term for the efficiencies we’re going to be able to bring to the table going forward.”

“If I can distill what the Client Success team does in a nutshell, it’s that it helps us get up that learning curve at a sprint rather than a walk.”

“Times have changed in the last 10 to 12 years, and Addepar is on the bleeding edge of that while others just haven’t caught up.”

“The Portal view allows us to transcend traditional performance conversations with clients, enabling us to elevate our relationships.”

“Addepar is light years ahead in every category as it relates to customization.”

“Addepar is at the core of almost everything we do with our clients.”

“It’s not just that we want things to look and feel a certain way, it’s that it actually helps clients better understand and evaluate their investments, and ultimately make better decisions.”

“At the heart of Saranac’s OCIO service is a cutting-edge technology platform powered by Addepar...”

“We selected Addepar because it allowed us to handle complex portfolios — enabling us to be the best stewards of our clients wealth.”

“Clients really love that we are able to give them the views that they want — views that are now tailored to each specific user.”

“When we’re inputting a new fund, we can input that assumption one time, and it’s done — everyone is using the same assumption. From a consistency and scalability perspective, it’s been awesome. Navigator has 100% delivered on that.”

“Navigator gives us a dynamic framework we can use in every client meeting — not just to show how things are playing out, but to give families a real feel for the decisions ahead.”

“Navigator probably drives a 150 bps pickup in returns just by fixing the private allocation drag.”