case-study - Elevate Advisory

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 Category case-study

Optimizing Family Office Management with Addepar for a Leading Advisory Service

Client Profile: Type: Multiple Family Office AUM: $10 billion USD Project Duration: 18+ months Tags:...

 Tags Adhoc Consulting, Alternative Asset management, Data Sanitation, Multiple Family Office, Own and Operate, Single Family Office

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 Category case-study

Restoring Trust and Accuracy for a Small Family Office with Addepar

Client Small Family Office AUM $2 billion USD Project Duration 18+ months 📝 Summary Plan...

 Tags Alternative Asset management, Data Sanitation, Own and Operate, Small Family Office

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 Category case-study

Successful Implementation of Addepar for a Rapidly Growing RIA

Client Profile: Type: Registered Investment Advisor (RIA) AUM: Over $9 billion USD Project Duration: 6+...

 Tags Billing Implementation, New Instance Implementation, Ownership Structure Audit and Designs, RIAs

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