Founded in 2004, Dallas-based wealth management firm View Capital Advisors, LLC serves high-net-worth clients with a differentiated approach founded on objectivity, constant learning and comprehensive understanding. With decades of experience, their cross-functional teams provide fully integrated, truly custom advisory services. 

We recently sat down with View Capital’s Co-Founding Partner and Managing Director Craig Brubaker and Director of Reporting Brian Herms to learn more about how the firm leverages Addepar’s latest offering, Addepar Dashboards, to enable advisor capacity and align on firmwide objectives. With Dashboards’ data visualizations and tailored layouts, View Capital is able to harness personalized insights and a comprehensive overview of strategies, tasks and portfolios to remain ahead of the curve.

Tell us a little bit about View Capital. What are your goals as a firm and what services do you offer to your clients?

View Capital Advisors, LLC is a wealth management firm with 20 years of industry experience. We provide investment management and planning services through our SEC registered affiliate, View Capital RIA, LP.  

At View Capital, our mission is to grow our clients’ wealth. We do this by building customized portfolios using traditional and non-traditional investments. What sets us apart is our in-house team of investment research professionals, dedicated to identifying differentiated investment opportunities, particularly in alternative investments.

We provide planning services to manage the many risks and complexities of our clients’ wealth and network with outside advisors when external complementary skills are required to meet our clients’ needs.

How have your clientsʼ goals evolved over time and how are you uniquely addressing those needs?

Our clients are individuals, most of whom have fairly consistent core goals. They want to accumulate enough wealth to financially support a comfortable lifestyle for themselves and leave a nice inheritance for their children. Obviously, some clients do have some unique financial goals. Whether we’re addressing their core or unique goals, the process still entails marshaling their current resources to fund all financial goals within their desired timeframe. Growing the investment portfolio is central to achieving any and all financial goals. The use of technology tools is critical to our wealth advisors in this endeavor.

How does innovative technology support the needs of your clients?

Our business is all about applying our know-how and experience to achieve our mission of growing our clients’ wealth. Today, it takes highly skilled and experienced people to do the job. People have capacity limits, both in the number of clients they can effectively serve and the number of hours in the day they can dedicate to work. To be a thriving, successful and growing investment management firm requires the ability to scale your business. Technology is a must for us to achieve our firm’s growth objectives, and it accounts for one of our largest annual financial commitments.

We know that View Capital are power users of the Dashboards feature. What impact have Dashboards had on how you use the Addepar platform? How have Dashboards improved your ability to visualize and share insights?

We have been Addepar users since late 2020. We observed that our advisors were using Addepar to create a host of custom displays aimed at helping them manage their book of business. With Dashboards, you can create within a single dashboard layout critical investment management metrics through charts, short tables, or single number widgets that quickly inform advisors where attention is needed. We’ve found Dashboards helpful in streamlining the efforts of our advisors as they manage their overall book of business.

We’re also building out dashboards our firm’s management can use to quickly assess and address firmwide goals and objectives. We expect that management-focused metrics will greatly aid us in achieving our overall firm objectives.

With Addepar staying on the cutting edge with frequent updates, we remain optimistic that upcoming platform advancements will lead us to new, undiscovered tools. This includes things like artificial intelligence that we can adopt and embrace to continue to provide state-of-the-art wealth management advice.

How has implementing Dashboards shaped your day-to-day workflows within the Addepar platform?

We have set our Addepar landing page to show custom dashboards with a summary of key metrics to inform each user of where our book of business stands for the day. We have certain “notification” widgets that point users in the direction of where to prioritize their efforts. Previously, we had established a dozen or so views that I would independently scroll through to get the same answers.

Do you find the interface intuitive? Has it been easy for non-technical users to build and share reports?

Let us start with some background on the evolution of our firm’s use of technology. Our firm, like many others I suspect, has some “hands-on” employees who are willing to invest time to experiment, test and adapt to new technologies. Some are less inclined to make this investment of time, preferring plug-and-play solutions rather than “build-your-own” solutions. 

While non-technical users are able to leverage the flexibility of dashboards, what we have found helpful is having a core group of power users within the firm lead the charge on developing useful layouts and dashboards that advisors can experiment with and employ. Our advisors all like to see their data in the way that best fits their eye. By providing them with a variety of basic useful dashboard templates, they can tell us what additional features their custom version of the dashboard should have. 

Once a less hands-on advisor achieves a level of comfort and confidence through frequent use, we find them more receptive and able to quickly learn how to build and customize their own layouts and dashboards.

See how Addepar Dashboards can bring clarity and ease to your data. Connect with us to learn more.