We worked with the Cabot Wellington team to build historical transactions for their managed funds portfolio as a part of their final stride to complete their Addepar implementation. We created custom reports for their investment roll-forwards and for representation to their end-clients.
We currently engage with them on an ongoing basis, where we consult them on their Addepar reporting and data management across managed funds.
What Cabot-Wellington is saying about Blackmar
“I would highly recommend using Blackmar Consulting to any firm who is looking to smooth the transition between the end of Addepar’s deployment phase and being fully operational on a go-forward basis. We spent a few months working diligently to upload a large number of historical transactions for our managed funds but were unable to fully reconcile our data before our deployment period ended. My guess is that other firms also run into this issue as it’s very hard to estimate the amount of time needed to accomplish this for a number of reasons. We found it difficult to maintain the same level of efficiency with our reconciliation process and internal learning as the deployment team handed off to Addepar’s support team. Blackmar was crucial in our firm being able to fully reconcile all of our historical data so that we could report to clients for Q1 on schedule. Blackmar was very responsive, flexible, and knowledgeable throughout our engagement.”
Ben Daly, CFA, CAIA