Quarterly Commentary & Client Letter for Wealth Managers with Addepar
The Problem
Wealth Managers write the same quarterly market commentary each client expects — and the personalization that would actually retain clients gets skipped.
What We Build in Addepar
AI drafts firm-level commentary and personalizes per-client paragraphs from Addepar data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
Addepar Integration Approach
Audit your Addepar configuration
We map the specific Addepar objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
Build on the Addepar API or agent
Integration happens inside Addepar — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Addepar with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Addepar instance
30-minute call. We'll look at your actual Addepar setup and show exactly how this workflow fits.