LP & Investor Reporting for Wealth Managers
Stop letting lp & investor reporting eat your wealth manager's week.
The Problem
Quarterly LP reporting for High-Net-Worth Advisory funds means rebuilding the same waterfall, commentary, and portfolio updates from Addepar every quarter.
What We Build
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
Tools & Integrations
How It Works
Discovery Call
We map your current lp & investor reporting process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does lp & investor reporting take manually for wealth managers?+
In most high-net-worth advisory firms, lp & investor reporting consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle lp & investor reporting without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your wealth manager keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Addepar?+
No. The automation runs on top of your existing Addepar setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Addepar exactly as before.
How quickly can a wealth manager team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is lp & investor reporting automation worth it for a small high-net-worth advisory firm?+
If your wealth managers spend 5+ hours per week on lp & investor reporting, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Addepar or our process changes?+
Workflows are versioned and monitored. When Addepar pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate lp & investor reporting?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.