Case Study: Lobnek Wealth Management achieves real-time portfolio insights with Addepar

Lobnek Wealth Management saves 80% of data aggregation time with Addepar

Lobnek Wealth Management, an independent wealth management firm serving clients in Switzerland and the United States, faced significant challenges as its international client base and complex portfolio structures grew. The firm relied on manual, spreadsheet-based workflows to consolidate data from multiple banks, which was time-consuming, error-prone, and could not adequately support its sophisticated "core and satellite" investment model or cross-border compliance needs. Seeking a more flexible and transparent system, Lobnek turned to the vendor Addepar for a solution.

By implementing Addepar's platform, Lobnek automated data aggregation from its clients' various bank accounts, achieving an estimated 80% time savings on this process. The solution provided real-time portfolio insights, enabling advisors to dynamically adjust and recalculate views during client meetings. Addepar also enhanced compliance workflows for the dual-regulated firm and offered a client portal for transparency. This technology allowed Lobnek to deepen client advisory work without proportionally increasing operational headcount, supporting its independent, institutional-grade service model.