Case Study: Activest Wealth Management achieves faster reporting and scalable growth with Addepar

AWM replaces proprietary system with Addepar to address rapid growth and LatAm expansion

Activest Wealth Management (AWM) needed to replace a proprietary system as the firm grew rapidly and expanded into Latin America. Working with Addepar, AWM wanted a more scalable platform to streamline reporting, data management, and client service across more households and transactions.

Addepar implemented data management tools, reporting automation, dashboards, and client portal capabilities to consolidate information and support multicurrency, multi-custodian workflows. The results included a 40%–50% reduction in reporting time, a 20%–30% reduction in weekly manual data entry, and growth in custodial feeds from 10 to 20, helping AWM handle more clients without adding staff and better support advisor recruiting and business growth.

Activest Wealth Management

Isaac Wakszol

Founder And CEO