Addepar is a leading financial reporting and portfolio aggregation platform used by family offices, private banks, and institutional advisory firms. Compared to Black Diamond, Addepar provides enhanced reporting capabilities, broader aggregation functionality, and a more comprehensive view of complex portfolios and total wealth. You will continue to have access to core reporting and account functionality while benefiting from a more sophisticated and integrated reporting experience over time.

Yes. You will continue to have access to your current portal, account information, reporting history, and mobile functionality. Our team will communicate directly with you regarding onboarding timelines and access to the enhanced platform experience.

No. These enhancements are focused on expanding the client experience and reporting capabilities across the firm. Your advisory relationship, investment strategy, and accounts will remain unchanged unless discussed directly with your advisor.

Yes. Mobile access will remain available, and we are currently developing an enhanced mobile experience as part of our expanded platform infrastructure.

For assistance with portal access or questions regarding onboarding and support, please contact your Argentarii Director or email Hannah at Hannah@Argentarii.com.