Winthrop Wealth’s principals and founders started out in the industry with one thing in mind: building multigenerational relationships. Over the past several years, they took on a challenge – reinventing the client experience with an ensemble approach to client engagement. Moving to this model fostered increased teamwork among advisors, allowing them to create more robust client service, but it also opened the company’s eyes to the need for a technology transformation. The firm needed tools that would support advisors and help their team create accurate, consistent, and aesthetically pleasing performance reports for clients.

As the global leader in portfolio reporting software, Addepar is helping Winthrop Wealth to deliver on that objective by providing a turn-key technology solution that can expand easily as the company grows.

Featuring: Max Winthrop, Chief Executive Officer and Michael Banchick, Chief Technology Officer