Case Study: Dynasty Financial Partners achieves consolidated, real-time portfolio reporting and a unified advisor experience with Addepar

Dynasty Partners With Addepar to Provide a Unified Experience for Advisors

Dynasty Financial Partners is an integrated service platform that helps independent advisors grow efficiently and deliver conflicted-free advice. As advisors and clients “broke away” from traditional product manufacturers and multiple custodians, Dynasty faced a challenge: underserved larger clients and fragmented reporting across custodians required a next‑generation technology to provide consolidated, real‑time views and scalable support for RIA firms.

Dynasty partnered with Addepar to provide a comprehensive data platform with real‑time portfolio analysis, customizable investment attributes, goals‑based tools, consolidated reporting and open APIs for seamless integrations. The result is a unified advisor‑and‑client experience across multiple custodians and product manufacturers, stronger reporting and visualizations for stakeholders, and improved ability for Dynasty to support larger clients and help advisors grow their businesses.

Dynasty Financial Partners

Shirl Penney

President, Chief Executive Officer