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