Case Study: Boreal Capital Management achieves scalable, efficient global client reporting and 35% AUM growth with Addepar

Global Firm Ramps Up Efficiency and Quality of Client Reporting

Boreal Capital Management is an independent wealth manager with offices in Miami and Zurich serving high‑net‑worth clients across Latin America and Europe (about $3.5B AUM). The firm struggled to scale reporting for complex, multi‑custodian, multi‑currency portfolios because advisors spent excessive time manually consolidating data and assembling custom reports, reducing time for client-facing work.

By implementing Addepar and working closely with its Client Success team, Boreal centralized custodial data, deployed customizable and automated reporting templates, trained teams in both offices, and adopted mobile reporting and an integrated proposal tool. The platform enabled auto‑generated reports and a client portal, driving operational efficiencies, improving client experience and supporting growth—since 2018 Boreal’s AUM grew 35% and they added 679 clients—making Addepar integral to their workflow.

Boreal Capital Management

Daniela Gamez

Chief Operating Officer