Archives for January 22, 2026

Addepar is widely used for data aggregation, analytics, and portfolio reporting, including workflows like portfolio trading/rebalancing and modeling on top of aggregated data. But “Addepar alternative” searches usually come from teams that need one (or more) of the following: Accounting-grade reporting (general ledger, partnership/entity accounting, reconciled financial statements) rather than a reporting layer alone  A…

A family office CRM is the system your team uses to manage: People and relationships: family members, beneficiaries, trustees, attorneys, accountants, investment partners, and service providers Entities and structures: trusts, LLCs, foundations, holding companies, and “who is related to whom” Service workflows: onboarding, approvals, recurring reviews, requests (bill pay, distributions, documents), tasks, and internal accountability…