A managed account provider for registered investment advisors (RIAs), these days announced it has entered proper into a partnership with Addepar, a main generation platform for wealth control.
Through this partnership, RIAs can advantage from extra reporting flexibility and recoup pricey administrative time. Adhesion advisors can also additionally advantage get proper of access to to Addepar’s class-main portfolio reporting and analytics platform, which permits them to supply sturdy assessment and actionable insights to customers at a better degree of detail. The Addepar platform aggregates facts from greater than 250 proprietary statistics feeds and seamlessly integrates with advisory organizations’ present software software thru contemporary APIs, letting them supply a tailored and differentiated purchaser enjoy.
“I was thrilled to research of the brand new partnership between Adhesion and Addepar. With the two companies combining forces, it takes one of the satisfactory-in-magnificence UMA systems and pairs it with the preeminent purchaser reporting technology to provide advisors the potential to offer their customers a whole view into the UMA, examine overall performance at the supervisor level, and feature higher, extra effective conversations with clients,” said Stan Gregor, CEO of Summit Financial Holdings. “Summit is always evolving by way of imparting the present day top-tier generation to beautify customer-advisor relationships, and this new presenting is a perfect supplement to our SummitVantageTM platform that creates additional price-add in our recruiting efforts.”