Case Study: Papo Group achieves a unified picture of wealth with Addepar

Papo Group unlocks transparency and a unified picture of wealth with Addepar

Papo Group, a single-family office, needed a better way to combat inefficiency and gain a complete, transparent view of its wealth and portfolio data. The firm turned to Addepar and its platform, including Addepar Navigator, to replace manual processes and improve analysis, reporting, and modeling.

Addepar implemented a centralized, highly customizable solution with hands-on onboarding and ongoing client success support. As a result, Papo Group says it freed up about 75% of Manuel Jose Rodriguez’s day from manual work, improved communication with family members through clearer reporting, and gained deeper insight into performance and risk, helping optimize liquidity, capital calls, and returns.

Papo Group

Manuel Jose Rodriguez

Co-CIO and COO