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Services & Consultants

Elevate Advisory

We are an experienced service partner with expertise in Addepar. Our passion for enhancing client solutions and over six years of experience in designing, implementing, and resolving Addepar projects – both simple and complex makes them an ideal partner regardless of the firm size.

Last updated: 03-27-2024

Fully managed services

  • By outsourcing services to Elevate Advisory, you can rely on complete and up-to-date data. With their expertise and experience, Addepar will be managed to the highest standard.

Implementations

  • Elevate Advisory leads Addepar implementations, working directly with your firm to identify needs, design an appropriate solution, manage technology integrations, and train and enable you to run Addepar.

Consultation and training

  • With their deep product knowledge and expertise, Elevate Advisory can consult on ad hoc projects or completely own the workflow. Things like implementing billing, creating new reports, auditing cost basis and performance are just a few examples.