Using customization to offer a modern digital experience
“Addepar is at the core of almost everything we do with our clients,” said Porter. “We can organize the information and serve it up in a way that makes the most sense.”
Today’s modern investors are savvy, tech-oriented, conscious about security, and accustomed to accessing information from the tips of their fingers. With this in mind, Three Bell is keen to ensure it is always investing in tools that keep it ahead of the curve.
"Addepar is at the core of almost everything we do with our clients."
Jon Porter
In the past year, the firm reevaluated Addepar’s offerings against other financial technology providers. “We put together an extensive matrix detailing and comparing the features and benefits of almost every performance reporting platform on the market,” said Porter. That included price, user interface, data reporting capabilities, and many other variables. “The thing that was most important was the ability to aggregate and display the data the way that we wanted,” he added.
Regardless of the size of the client, advisors want to present information in a way that
best represents their deep understanding of client goals and priorities, as well as the performance of the underlying portfolio itself. In Three Bell’s review, they determined that other platforms have substantial limitations with customized client reporting and portal capabilities. With Addepar, Three Bell can instantly customize which asset categories are presented, what metrics are used to measure the performance of those assets, and even adjust the colors and graphics that together create a report’s visual feel. These visualizations dramatically improve clients’ understanding and assimilation of information. “Addepar is light years ahead in every category as it relates to customization,” said Porter. “The data is thoughtfully displayed, allowing us to have more productive conversations with clients.”
"Addepar is light years ahead in every category as it relates to customization."
Jon Porter