Empowering advisors to present rich visualizations to their clients, peers, and stakeholders
In early days of the partnership with Addepar we both made a key observation: the teams serving larger end clients tended to be the most underserved. As those larger end clients come into the RIA space, a lot of them are being launched and supported by Dynasty, and consolidated reporting was a key element of the value proposition.
Addepar’s reporting application allows for effective communication of the rich array of data available.
"We’re constantly looking for partners in the tech ecosystem that are thinking about where the market’s going to be. Addepar is very much philosophically aligned with that. They’re coming to work every day with us, helping us to collaborate to build better reporting tools to allow our advisors to take better care of our underlying clients."
Firms like Dynasty in partnership with firms like Addepar are tying the advice and the RIA together with multiple custodians and product manufacturers and giving a unified experience to the advisor.