Case Study: Patrimonica achieves greater efficiency and personalized service with Addepar

Patrimonica navigates complex client needs and drives efficiency

Patrimonica, a multi-family office in Montreal managing $5 billion in assets, needed a better way to handle increasingly complex multi-asset, multi-currency client portfolios. Before Addepar, the firm relied on manual workarounds for customized reporting, private investment tracking, and tax calculations, which created inefficiencies and increased the risk of errors.

With Addepar, Patrimonica streamlined reporting, consolidated data across asset classes, improved private investment and cost basis tracking, and automated bulk updates and data feeds. The result was faster, more accurate, highly customized client service, along with the ability to scale operations with flat resources, saving hours of manual work and reducing headcount needs.

Patrimonica

Jérémie Poirier Pratte

Vice President