January 18th 2023
Artorius have selected Addepar as the platform of choice for data aggregation, analytics, and performance reporting capabilities for its multi-family office business in the U.K., thereby future-proofing the business and harnessing the platform’s in-depth analytics and reporting tools to deliver more timely, data-driven insights to its clients.
For Artorius’ family office clients, this means a consolidated view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets, wherever they are held.
Both Artorius and Addepar have a shared commitment to transforming the investment management industry, through technology, to achieve exceptional client outcomes.
Through the Addepar platform, Artorius will further enhance its client experience with capabilities such as comprehensive portfolio views to paint a more holistic picture of even the most complex portfolios and power more efficient and informed decision making. Artorius will be leveraging Mirador for implementation and post implementation servicing.
"We are delighted with our partnership with Addepar and Mirador. This investment for a firm our size is a testament to our commitment to delivering exceptional client service.
We are now able to provide our family office clients with a far more granular vision of their assets, irrespective of how or where they are custodied. This capability has become more valuable to them during volatile market conditions by helping them see how their multiple portfolios with various managers, are behaving in one place on a combined basis. With our help and advice, they can manage their assets holistically through the lens of one dynamic report."
Paddy Lewis, CEO, Artorius
“We’re delighted to be working with Artorius as we further expand the reach of Addepar’s best-in-class interactive portfolio reporting and insights platform around the globe. Today’s wealth advisory firms are under increasing pressure to deliver timely investment advice while providing a high-touch, personalised service - this makes access to a purpose-built platform with quality data and analytics more crucial than ever."
Peter O’Brien, Head of Global Sales, Addepar