Heading for Exponential Growth
This powerful ability to aggregate and customize data has enhanced PagnatoKarp’s clients’ experience. With Addepar, “we can offer new things to clients all the time,” adds Pagnato. This allows PagnatoKarp advisors to further strengthen their role as trusted experts in wealth management and family office services. “Addepar has enabled us to be a True Fiduciary®
for our clients,” says Pagnato.
"I expect us to become twice the size we are today. Addepar will continue to be a core partner going forward."
Paul Pagnato
For landing new business, the addition of Addepar “is a game changer” according to Pagnato. When prospects see demos of PagnatoKarp’s customized analysis and reporting, “they are blown away.”
Additionally, when it comes to scalability and improvements to back-office efficiency, Pagnato gives Addepar top ratings. “We’ve been able to grow our business, provide customized reports, and maintain a 99 percent client- retention rate—all without investing in additional human resources for reporting,” says Pagnato.
For Pagnato, it’s clear that Addepar continues to be committed to the firm’s success—always there to answer questions, develop new solutions, and help them get the most from Addepar’s technical expertise. Pagnato sums it up: “I expect us to become twice the size we are today. Addepar will continue to be a core partner going forward.”