Automated Data Aggregation
Track the most granular transactions across all types of investments from any asset class, including alternatives, in any currency
We understand that our clients have real needs and real deadlines. They rely on us to manage those needs, no matter how complex. We have traditional fixed income managers, equity managers, and mutual funds that we recommend to clients, but we’re also very focused on alternative investments. And those require more sophistication and more horsepower.
"In the past aggregating a comprehensive net worth statement could take up to three days. Now with Addepar, it’s basically real-time. So in terms of servicing a client, that’s a huge upgrade. It is really powerful for us to be able to pull all that together on a very quick turnaround."
When we launched Crescent Grove in 2015 we knew that we needed to integrate key capital and technology partnerships to guarantee our success. Critical to this process was the seamless collaboration between Addepar, our custodian Fidelity and iCapital, an alternative investment platform.
Technology is a huge part of the value-added equation to deliver our brand of client experience. For example, in the past aggregating a comprehensive net worth statement could take up to three days. Now with Addepar, it’s basically real-time. So in terms of servicing a client, that’s a huge upgrade. It is really powerful for us to be able to pull all that together on a very quick turnaround.