Case Study: Laird Norton Wetherby streamlines operations and elevates client service with Addepar

Laird Norton Wetherby saves 1,000+ hours a year with Addepar

Laird Norton Wetherby (LNW), a wealth management and trust firm with $16 billion in AUM, faced a significant challenge when merging three separate firms. They needed a technology solution to unify their disparate systems and inefficient workflows, particularly for managing complex alternative investments and delivering custom client reporting. To address this, LNW chose to implement the Addepar platform.

By implementing Addepar, LNW achieved a seamless transition and significant operational improvements. The vendor's platform provided robust integrations and a unified asset classification system, saving the firm over 1,000 hours in annual reporting and 40 hours per week in managing alternatives. Addepar also enabled a superior client experience through a customizable portal, which reduced client response times from 24 hours to just 3-4 hours.