With the ongoing rise in alternative investments, evolving client expectations around communication, and the trend towards increased portfolio complexity — wealth management firms must ensure they develop a streamlined and innovative approach to reporting. For firms looking to gain a competitive edge and scale successfully, finding a technology partner that offers custom, streamlined reporting capabilities is vital.

We sat down with Americana Partners to discuss how the firm has transformed its reporting workflows with Addepar, scaling its infrastructure to support growth while delivering more organized and accessible insights across complex portfolios.

Can you tell us a bit about your firm and your role, particularly as it relates to reporting?

Americana Partners is an independent wealth advisory firm serving clients across the U.S. and Latin America. Since our founding in 2019, we’ve grown to manage over $11 billion in assets, offering investment advisory and family office services through a modern, open-architecture platform.

In my role as Chief Platform Officer, I lead the integration and evolution of our core technology stack, with a particular focus on data integrity, reporting and client experience. My team works closely with investment operations and client service to ensure that reporting workflows are aligned with portfolio strategy and client expectations.

Reporting is a critical part of how we deliver value to clients. One of our foundational tools is Addepar, which enables us to deliver reporting that is both detailed and user-friendly. For nearly a decade, Addepar has been a cornerstone of our reporting infrastructure, and its impact continues to expand across our business.

Can you describe your firm’s reporting process before Addepar?

Prior to implementing Addepar, our reporting process was constrained by limited customization and scalability. Standardized templates failed to reflect the complexity of our clients’ portfolios — particularly for private assets, alternatives and target allocations. We often struggled to complete specialized client requests and found ourselves using inefficient workarounds outside the core system.

In what ways has your reporting workflow changed since adopting Addepar?

Since adopting Addepar, our reporting workflow has improved significantly. We’ve shifted from a reactive, template-driven process to a dynamic, more flexible approach that allows us to meet clients exactly where they need us.

First, Addepar’s platform allows us to operationalize the data we’ve collected from our clients — including entity structure, investment preferences and reporting requirements — by systematically grouping clients and assigning custom attributes that support billing, performance tracking and analysis. 

We’ve then streamlined workflows through reusable reporting templates and personalized dashboards, which not only enhance client reporting but also support firm-level metrics. We’ve introduced custom benchmarking and target allocation frameworks, along with robust reporting for alternative assets, all tailored to the individual clients. 

For more specialized requests, we collaborate directly with clients to build custom data views that deliver insights to their key stakeholders.

When considering your approach to reporting, what changes have been the most transformative?

Customized client reporting has been a meaningful change to our day-to-day operations. As we continue integrating new teams into the Americana Partners family, we’ve been able to adopt best practices that help us design reporting that works for our clients. The flexibility to tailor reports to our own preferences has made us stronger communicators.

Addepar’s reporting tools have made our reporting not only more dynamic but also more aligned with how our advisors and clients think about their wealth.

Are you able to quantify any improvements?

We’ve seen measurable improvements in both efficiency and data integrity since adopting Addepar. By implementing an organized and systematic approach to client onboarding, we’re able to assign reporting access and empower our Private Wealth Advisors within moments of receiving client data from our custodians. What used to take days can now be accomplished more efficiently.

Also, Addepar’s built-in data validation processes give us peace of mind by flagging inconsistencies early, significantly reducing the risk of errors and last-minute scrambles. We’ve also seen a notable reduction in manual data checks and a faster turnaround time for onboarding and reporting cycles. This has not only improved the accuracy of our reporting but also freed up valuable time across our operations and advisory teams.

Beyond operational efficiency, has Addepar Reporting supported your firmʼs strategic capacity for growth and scalability?

Most definitely. With Addepar as our centralized reporting tool, we’re able to leverage its analytics to make informed business decisions that directly support our scalability. Integrating new teams has become a seamless process, and having the option to incorporate historical data during onboarding is a major advantage. We review client acquisition metrics weekly and track new assets coming into the firm to ensure we’re on pace with our growth targets.

What feedback have you received from clients and advisors on the reports?

Advisors and clients have noted that the reports provide both high-level insights and detailed data views. We’ve designed reports that allow advisors to quickly convey high-level insights while also providing access to more detailed data when needed. One of the most valued aspects is the ability to present a comprehensive view of a client’s total wealth. For custom content, we’ve successfully delivered data points that clients hadn’t been able to access elsewhere — thanks to the flexibility and depth of Addepar’s reporting capabilities.

What is your primary advice for a firm struggling with its current reporting technology?

Addepar is an incredibly powerful tool to have in your tech stack — but thoughtful implementation is key to success. Customization is one of Addepar’s greatest strengths, but it can also be one of the biggest challenges if not approached strategically. 

My advice: invest the time upfront to organize your data in a way that aligns with your firm’s goals, and make sure you have trusted partners who can help you fully leverage the platform’s capabilities.

Many times, we’re faced with business challenges that our existing tools just can’t solve. I often find myself asking the same question: “Can I do it in Addepar?” More often than not, the answer is yes — with a little creative thinking. Addepar’s flexibility allows us to approach problems in new ways, and that’s been a meaningful change to how we operate.

Looking ahead, we’re focused on continuing to refine our reporting infrastructure to meet the evolving needs of our clients. With tools like Addepar, we’re confident in our ability to scale, innovate, and deliver meaningful insights that scale effective outcomes.

Americana Partners show how technology can enhance the reporting workflow to better support a firm’s ongoing growth. By delivering clarity for complex portfolios, firms can scale faster, operate more efficiently, and provide the streamlined experience modern clients demand.

Americana Partners is an SEC-registered investment advisor. The views expressed are those of Americana Partners regarding its use of Addepar’s technology and are provided for informational purposes only. This material does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance is not indicative of future results. Addepar is a technology provider to Americana Partners and is not a client of the firm. No compensation was provided in connection with this content.