Blackmar Consulting | Los Angeles | New York | Park City
Welcome

Implementations

Services

Blackmar is fully committed to helping our clients successfully implement new financial technology. Our deployment process is unique to each client based on their needs customized to your firm’s unique goals and requirements. From data onboarding to application set-up, we partner with you to create the best experience.

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Hosted Environment

Blackmar’s hosted Addepar solution is the ideal for small RIAs or high-net-worth individuals seeking best-of-breed investment software without the need for branding customization.

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Historical Transaction Conversions

Firms are often reluctant to change systems, despite the opportunity for process improvement. When confronting the issue of converting data from your current system to a new one, Blackmar works with you to identify your specific data requirements and historical reporting needs. Blackmar leverages proprietary tools to format raw data extracts for Addepar consumption, supporting transaction-based conversions from legacy systems.

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Custom Services

Blackmar offers a suite of Custom Services to meet the full scope of your firm’s most complex data needs or implementation requirements.

Our Clients

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.

Ben Daly, CFA, CAIA

Investment Director
Cabot-Wellington, LLC
Our Clients

Ready to get started?

Whether you're looking for managed services, deployment and training, or software integrations our experience and expertise are second to none.