Empowering advisors to present rich visualizations to their clients, peers and stakeholders
When we began our conversations with Addepar we had clients who were used to getting reports in PDFs. To move to a more scalable web-based platform we needed to re-think our technology platform. When we saw what Addepar offered, we knew they were the right partner for now and moving forward.
Our business is educating clients and providing them with information. Some clients want to make the decisions based on the information we deliver to them. Others want it more customized to meet their needs. It’s very much an on-demand response to “What’s the answer to the question I’m asking.”