You will get Addepar Optimization & Training for RIAs and Family Offices
Project details
By the end of our project, you will have a cleaner, more efficient Addepar setup and a clear understanding of how to make it work for you.
Whether you are launching Addepar for the first time or refining an existing setup, I will help you simplify workflows, improve reports and dashboards, and bring clarity to your data. Together, we will review your current analysis views, client portals, and reporting structure to find what is working, what is not, and how to fix it.
Some clients prefer that I handle updates directly. Others like to collaborate and learn along the way so their team walks away confident and self-sufficient. I am flexible and happy to tailor my approach to what fits your firm best.
My goal is to make Addepar feel intuitive, aligned with your operations, and easy to maintain. You will end up with a refreshed platform, helpful documentation, and a team that knows exactly how to use it.
If you have been meaning to clean up Addepar but were not sure where to start, this project makes it simple.
Whether you are launching Addepar for the first time or refining an existing setup, I will help you simplify workflows, improve reports and dashboards, and bring clarity to your data. Together, we will review your current analysis views, client portals, and reporting structure to find what is working, what is not, and how to fix it.
Some clients prefer that I handle updates directly. Others like to collaborate and learn along the way so their team walks away confident and self-sufficient. I am flexible and happy to tailor my approach to what fits your firm best.
My goal is to make Addepar feel intuitive, aligned with your operations, and easy to maintain. You will end up with a refreshed platform, helpful documentation, and a team that knows exactly how to use it.
If you have been meaning to clean up Addepar but were not sure where to start, this project makes it simple.
Project Type
Project Management, OtherWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$5,000
|
Advanced
$10,000
|
|---|---|---|---|
| Delivery Time | 5 days | 20 days | 50 days |
Number of Revisions | 1 | 2 | 5 |
Optional add-ons
You can add these on the next page.
Onsite Visit & 8 Hour In Person Training
(+ 5 Days)
+$5,000
8 Virtual Live Training
(+ 5 Days)
+$2,000
2 Virtual Live Training
(+ 2 Days)
+$600Frequently asked questions
About Erica
Addepar Implementation & Enablement Consultant | Wealth Management
Wellsville, United States - 9:58 am local time
If your Addepar setup feels confusing, reports take too long, or your team just isn’t using the system the way you hoped, that’s where I come in. I make Addepar simpler, more powerful, and easier for your team and clients to use.
With over 8 years of experience in Addepar implementation, RIA operations, and WealthTech enablement, I help firms roll out new technology, clean up existing setups, and train teams to feel confident using any tools, not just Addepar. My goal is to make your workflows efficient, scalable, and understandable, whether you want me to handle the work hands-on or teach your team how to do it themselves.
⸻
🚀 How I Help
✅ Addepar Configuration & Optimization – Align your Addepar setup with your firm’s structure, workflows, and data needs.
✅ Addepar Implementation & Integration – Set up new Addepar environments or connect Addepar with CRMs, HRIS, and reporting systems.
✅ Addepar Training & User Enablement – Give your team the knowledge and confidence to manage Addepar independently.
✅ Building Visualizations – Design reports, dashboards, and portals that are clear, beautiful, and client-ready.
✅ Client Portal Rollouts – Launch Addepar portals that clients actually use and advisors trust to tell the firm’s story.
✅ RIA Operations Design & Documentation – Streamline internal workflows, roles, and processes for long-term efficiency.
✅ Workflow Automation & Process Improvement – Reduce manual tasks, increase accuracy, and connect your full tech stack.
✅ Knowledge Base Development – Build documentation that makes onboarding and scaling simple.
✅ Change Management & Communication Strategies – Lead teams through technology change with clarity and buy-in.
⸻
🌱 My Approach
I believe good consulting isn’t just about technology, it’s about people. Some clients want a full-service implementation where I handle everything behind the scenes. Others want a collaborative process where their team learns as we go. Both approaches work, and I tailor each engagement to your needs.
What you can always expect:
• Clear communication
• Organized, transparent project plans
• Systems that are practical, not over-engineered
• Knowledge transfer so you feel confident moving forward
If you’re ready to make your Addepar platform more efficient, consistent, and easy for your team and clients to use, I’d love to help.
Steps for completing your project
After purchasing the project, send requirements so Erica can start the project.
Delivery time starts when Erica receives requirements from you.
Erica works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & Access Setup
We start with a short kickoff call to confirm goals and review your workflow. You’ll provide Addepar access (or share screens), your NDA if needed, and any documents or report samples.
Review & Recommendations
I review your current Addepar configuration, analysis views, reports, and client portals. You’ll receive best-practice recommendations for improving organization, reporting, and efficiency.