Addepar

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

“If we introduce the Addepar platform to a new team member, it's so intuitive they can begin to use it within a day or two,”

“The legacy system was serving our purpose for some time. But then slowly, slowly, we fell behind technologically.”

“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.”

“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.”

“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.”

“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.”

“In the end, what came together was kind of the perfect blend of old and new.”

“When it comes to clients, we always wanted to be one family, working for another.”

“Addepar gives us the platform to scale and expand our service offerings without having to change foundationally. It’s a great feeling to know you have that flexibility built into your business.”

“Addepar has allowed us to scale without doubling or tripling our operations team. We’ve managed to handle a larger, more diverse client base and meet their more demanding needs with almost flat headcount over the last few years.”

“At the end of the day, I knew I could always rely on the data in Addepar. If we ever have an issue with data, I always tell our developers ‘Addepar is the source of truth.”

“From the start, we had a strong vision to be data-independent. Addepar’s competency in software and its open architecture has allowed us to achieve that vision and do so in a modular way.”

“When clients are visiting us online, it’s a golden opportunity to provide more of that Makena experience. We wanted to translate our client service expertise into an experience you could get anywhere, including online.”

“We no longer have five clients; we have hundreds. It’s important to scale our analysis and reporting workflows, and Addepar has allowed us to do that.”

“We had a strong desire to give more transparency to our clients, while staying lean and focused as an investment organization.”

“All of the decisions we make for a family are based on the data that we have, so it’s critical that the data we have is right. With Addepar, we know that it’s right.”

“The decision to bring on a new investor is not a hard one, because the incremental cost associated with it now that we are on Addepar is next to nothing.”

“Technology should support us, not replace the relationship. It allows us to have the right information at the right time, so we can focus on the client.”

“When we have a meeting with a client, we can log into the system and show the account. The client can ask questions and we can modify things on the fly. We can change periods, exclude accounts, and everything is recalculated immediately.”