Three Bridge looks forward with clarity
“It’s helped better guide on a go-forward basis and it’s been instrumental. It’s really the foundation of our client discussions.”
- Eric Thurber, Co-founder, Three Bridge Wealth Advisors
Commitment-based funds create liquidity risk often mitigated by holding too much cash that can cause a drag on returns. Navigator helps you optimize cash management by modeling and projecting portfolio spending, commitments and distributions.
Understand your exposure to private markets over time and create hypothetical new commitments to maintain target exposures.
Create your own assumptions or leverage nearly 300 out-of-the-box third-party assumption models for liquid and illiquid markets.
Use Navigator to report on projected values under different scenarios alongside historical values available in Addepar.
Hear how Attinger multi-family office uses Navigator to manage liquidity for clients with significant investments in private capital assets.
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Read or share this fact sheet to learn more about the benefits of using Navigator with Addepar.
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