The Full Story

The Challenge

Robertson Stephens is a wealth management firm constantly seeking ways to improve the effectiveness of its reporting and client communications.

The Solution

Robertson Stephens worked closely with Addepar to implement a customized analytics and reporting solution. Clients can now find portfolio information easily through a secure, online portal that is custom-branded for Robertson Stephens. Each report provides them a personalized view of their assets.

The Result

Robertson Stephens is actively growing its client base and team of advisors. Addepar’s customized reporting and analytics solution is a unique draw for new clients and successful advisors alike.

Robertson Stephens “Addepar is a cutting-edge solution that provides new insight through its deep analytics and streamlined reporting capabilities. For our advisors, it removes the burden of reporting and allows them to more accurately communicate performance. And, our clients benefit too, with straightforward statements that are easy to interpret. Addepar’s reporting system captures the relevant information enabling both advisors and clients to have meaningful, relevant, and timely portfolio discussions.” Stuart Katz / CEO

The Challenge:

Solutions fall short

Robertson Stephens was seeking a digital solution to help its team provide analysis, assemble reports, and communicate with clients in a timely, relevant, and effective manner. According to Stuart Katz, the CEO, “we are constantly bolstering our technology platform to make information more accessible, simple, and turn-key for both our clients and our advisors. A major pain point across wealth management today is the inability to deliver reporting in a digital, fast, and digestible manner.”

The Solution:

The power to exceed expectations

“We can now analyze complex portfolios and generate reports in the way clients want,” says Katz. “Addepar allows us to perform a top-down analysis at the asset class level, and a bottom-up analysis at the individual security level. We have a better understanding of the relationship between assets and how daily events impact a portfolio, and have established a regular portfolio review process through which we identify portfolio deviations versus objectives.”

The Result:

Standing out and attracting top clients and advisors

“Clients love the user-friendly portal and leveraging Addepar’s insights to have a more meaningful and relevant conversation with their advisor. For our advisors, Addepar is a true differentiator, attracting new clients that desire an innovative technology solution,” says Katz.

“When prospective advisors ask about our technology solutions, we begin with an Addepar demonstration. It’s immediately apparent how Addepar transforms both investment management and portfolio reporting through its efficient handling of alternatives and complex portfolio structures and generating simple, straightforward performance reports in a timely way. Addepar’s solutions align with our commitment to evolve the future of wealth management by incorporating advanced technology, firm-wide, that enhances the client experience.”

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