Case Study: 3 Capital Partners scales reporting and data aggregation with Addepar

3 Capital Partners cuts reporting from 3–4 days to 15–20 hours a month with Addepar

3 Capital Partners, a Hong Kong-based investment office, faced a challenge in aggregating data and generating reports for its clients across multiple custodians. Their manual, Excel-based process consumed several days each month and became unsustainable as the firm grew. They sought a long-term technology partner, but found the APAC market offerings in the mid-2010s lacked either robust functionality or a scalable business model. The pressure increased during the COVID-19 pandemic, creating an urgent need for a modern, efficient platform.

The firm implemented Addepar's platform in 2021. Addepar provided direct API connections to custodians, a modern interface, and crucial scalability. The solution automated data aggregation and reporting, cutting the monthly reporting time from several days to just 15-20 hours total. This freed analysts to focus on higher-value work like private markets investments. Addepar also democratized data access within the firm, changed hiring practices, and served as a tool for talent retention by allowing junior staff to develop more strategic skills.

3 Capital Partners