Case Study: Sage Mountain achieves better client communication and operational efficiency with Addepar Navigator

Sage Mountain transforms their alternative investment strategies with Navigator

Sage Mountain Advisors, an Atlanta-based firm serving 160 households and overseeing $5 billion in assets, needed a better way to scale its alternative investment strategies and communicate complex portfolios to clients. Using Addepar’s Navigator, the firm sought to replace rough estimates and manual cash flow updates with clearer, data-backed projections and more consistent reporting.

Addepar’s Navigator was integrated into Sage Mountain’s existing report templates, pulling live data from Addepar to automate projections and refresh reports in minutes instead of over an hour. The result was a 91% reduction in routine workload, improved scalability across a 25-person team, stronger client confidence, and help winning new business, including an RFP from a $150 million endowment and liquidity management mandates.

Sage Mountain

Tony Cox

Sage Mountain