Addepar

“Addepar succeeds its competitors in customization, reporting, speed, accuracy, and flexibility across all asset classes.”

“The ability to customize in Addepar is unique. It was a differentiating factor for us.”

“Addepar removed the massive challenges we faced before.”

“We recognized Addepar is a super powerful tool if we were willing to take the leap and harness it.”

“The first thing I do in the morning is open Addepar.”

“Our adoption of Addepar has helped us expand our capacity to win new business because of the flexibility of the platform and our ability to put together a comprehensive report for our clients’ financial situations”

“Addepar is the bedrock of our technology suite.”

“This efficiency has allowed us to support our growth with flat resources, which has been a significant benefit in terms of both cost savings and operational effectiveness.”

“In today’s financial landscape, having a platform like Addepar is essential. It’s enabled us to scale efficiently, improve accuracy and deliver more personalized service to our clients. These are critical factors that help us stand out in a competitive industry.”

“Without Addepar, I couldn’t do all of this by myself. Addepar offers firms a way of elevating professionalism, of giving better advice to clients. As the world becomes increasingly complex, you need tools as sophisticated as this.”

“When I first engaged with Addepar, I was looking for the best tool, the best option available. It is the biggest player and the only company that can do what I need and want. I have finally found something sophisticated and professional.”

“Before, I felt like I had one hand tied behind my back. That's what prompted adopting Navigator: the ability to have all that data from different funds and know this is actually real data. I can’t imagine if we didn't have Navigator — our commitment sizes wouldn’t have been optimal.”

“Before, I had a static picture with all the line items, but it was never the full story. Now, with Addepar, I have a dynamic, real-time view under one umbrella, where everything seamlessly feeds into a single dashboard — one username, one password. It’s exactly what we needed: a solution that also felt both secure and flexible.”

“Find a solution that can grow with you, then take that first step. Don't wait.”

“We really need to implement a technology solution. Solving this is essential if we want to scale down the road, and to ensure we can continue reinvesting in building and expanding our infrastructure.”

“I expect us to become twice the size we are today. Addepar will continue to be a core partner going forward.”

“Addepar has enabled us to be a True Fiduciary® for our clients.”

“We’ve been able to grow our business, provide customized reports, and maintain a 99% client- retention rate—all without investing in additional human resources for reporting.”

“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.”

“It’s a transparency win: if a client wants to see their portfolio returns, holdings or transactions, they can go and see for themselves.”

“From onboarding to reporting to portfolio management, Addepar gives us the tools we need to do our jobs.”

“We act as our clients’ financial captain. Our focus is on building a firm that can handle complexity for ultra-high-net-worth families.”

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