In wealth management, client reports are the grounding deliverable you provide quarter after quarter, on an adhoc basis and during pivotal shifts in the market. Yet, as modern portfolios grow increasingly complex across alternative assets and continue to include intricate trust structures, generating digestible reports can be an operational bottleneck, reliant on rigid, standardized layouts or manual, time-intensive customization.

Addepar's latest reporting enhancements are designed to remove that friction by reimagining how report templates, permissions and distribution workflows work together. The redesigned experience simplifies how reports are created, managed and delivered across the firm. By replacing fragmented manual steps with automated, firm-wide workflows, Addepar enables firms to deliver client insights with greater speed, consistency and scale.

Turning days into hours

These enhancements introduce measurable efficiencies, allowing teams to instantly run and generate reports across the entire firm without the usual administrative overhead.

With its compliance and distribution complexities, annual Form ADV delivery can bog down back-office teams for days. Kevin Hixson, Director of Client Service at FMP Wealth Advisers, experienced these operational efficiencies firsthand with Addepar Reporting:

“Once our ADV was updated, it took me about an hour total to create the PDF, test the report and distribute it to more than 700 client portals. In prior years, that same process would have taken one to two full days.”

Hixson estimates that his team also saves two to three hours on large quarterly batches because they no longer have to spend time manually managing individual report associations or double-checking that new clients are included.

Key capabilities driving efficiency

From report generation to permissions management and distribution, these enhancements help firms streamline reporting operations at every stage of the process:

  • Run any report template, anytime: Users can run any report template across portfolios instantly without needing to associate it with a client first.

  • Firm and team-specific protection models: Advanced permission tiers allow administrators to share templates firm-wide or at the team level, preserving the core template's integrity.

  • Consolidated workflows: Advisors can instantly download deliverables or securely publish them directly to the Client Portal.

  • Direct-to-portfolio reports: Finalized report PDFs are now surfaced directly within the active portfolio analysis view. Advisors no longer have to navigate backend generation queues or search separate tabs to find the documents they need.

On-demand personalization

While operations teams maintain control over compliance and master templates, front-office advisors gain the agility required to thrive in a relationship-driven industry.

“The ease with which reports can now be generated stands out the most to me," Hixson notes. "Now our advisors can generate reports on the fly for clients, which has made the entire process significantly more efficient.”

To further support this on-the-fly agility, Addepar's latest design introduces a cleaner workspace right inside the portfolio view. By grouping repeated report versions together and offering one-click PDF downloads directly from the reporting table, advisors can locate the correct deliverable in seconds. 

Whether responding to an unexpected market event or preparing an ad hoc review, advisors now possess the direct flexibility to build highly tailored financial narratives without creating operational clutter.

Faster, more flexible scheduling

Recurring reports no longer have to fit rigid timelines. Firms can now configure multiple, independent schedules for the same report and fine-tune exactly how and when each one runs:

  • Multiple schedules per report: Teams can set up more than one schedule for the same report template, each with its own cadence and audience, without duplicating templates.

  • Portfolio selection per schedule: Individual schedules can target their own specific portfolios, rather than being locked to one fixed list for every run.

  • Time zone-aware setup: Schedules reflect the local time zone set at configuration, so delivery lands when a team actually expects it.

  • Flexible run intervals: Schedules can now start in 15-minute increments instead of being limited to the top of the hour.

  • API-manageable schedules: New v1 APIs let firms create, update, and manage schedules programmatically, fitting reporting into broader operational workflows.

Together, these updates remove the manual workarounds firms have long relied on to keep automated reporting running smoothly.

Elevate your reporting strategy

Reporting shouldn't be an administrative burden. Addepar Reporting gives your firm the infrastructure to automate tedious manual work, communicate complex portfolios clearly and personalize the client experience at scale.


Learn more about the Reporting enhancements and how to incorporate them into your firm's workflow in Addepar Learn.