Case Study: Jefferies achieves consolidated real-time multi-asset portfolio reporting and improved client transparency with Addepar

Technology Built by People Recognizing Importance of Transparency

Jefferies is a full-service global investment bank (3,300 employees, $37B AUM, offices in New York, London and Hong Kong) that needed to meet increasingly demanding clients who expect coordinated, holistic advice and clear consolidated reporting across multiple asset classes, currencies, and ownership structures. Delivering real-time, transparent views of complex portfolios and demonstrating advisor accountability was a persistent operational challenge.

Jefferies deployed Addepar’s comprehensive data and reporting platform to provide multi-asset, multi-currency support, customizable investment attributes, goals-based and real-time portfolio analysis, and rich visual reporting. The solution enabled consolidated reporting and greater transparency, strengthened client-advisor relationships and accountability, and accelerated Jefferies’ ability to deliver sophisticated, timely guidance — positioning Addepar as a strategic part of their wealth-management offering.

Jefferies

Michael Brabant

Managing Director, Head of Business Development - Wealth Management