As the leading multi-segment solution for data aggregation, analysis and portfolio reporting, find out how we stack up.
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#1 in reporting flexibility
#1 in reporting customization
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Trust is integral to Winthrop’s client relationships. We needed a partner that understood this, and would not only help establish confidence in data accuracy but also act as a single source of truth for our reporting and analysis.
We’ve been able to grow our business, provide customized reports and maintain 99% client-retention rate -- all without investing in additional human resources for reporting
Addepar provided the flexibility and sophistication that was necessary for the growth we have achieved over the past few years.
Work without limits, develop more personalized connections with your clients and scale with ease.