Finding modern technology to analyze complex international portfolios
A recent addition to the investment advisory and financial consulting community, Litvak & Co. provides a range of services to high net worth families in the United States and Latin America. In addition to investment services, the firm also adds the personal touch of private banking. To fully capitalize on its potential, Litvak & Co. searched for a technology platform that exceeded the benefits of traditional investment management solutions. Former platforms lacked multi-currency capability, as well as the ability to support multiple custodians and report on alternative investments alongside more traditional assets.
"We took a fresh look at technology and realized Addepar was the only option that was ready for today and built for the future."
“We saw the fact that we were choosing a new technology as a competitive advantage,” says Ricardo Litvak, Founder and CEO of Litvak & Co. “The legacy systems used by many larger firms don’t offer a complete and transparent view of portfolios. These systems make it difficult to aggregate the data needed to assess performance and risk, especially for complex portfolios. We took a fresh look at technology and realized Addepar was the only option that was ready for today and built for the future.”