Implementation discovery and solution design | The global EY organization works with your business, operations, technology and compliance teams to understand how you serve clients today and how you want Addepar to support that. We can document your client, account, portfolio and reporting requirements, map your current and target workflows, and define how Addepar should interact with your existing platforms. You will receive clear process maps, data flows and RACI, so your team, EY and Addepar are working from a single model.
|
|---|
Addepar configuration, data validation and historical conversions | We configure Addepar based on your agreed design, including reporting templates, permissions and views. Addepar will provision your custodial and market data feeds. Our team helps you confirm that data is loading correctly, reconciles positions, balances, and transactions, and helps address data quality issues. If you are migrating accounts into Addepar, we can help with historical data conversion, so you have complete reports from day one.
|
|---|
Enterprise enablement for banks, trusts and large RIAs | If you are deploying Addepar across multiple business units or legal entities, we can help you define how the platform will be operated, how entitlements will work, how changes will be tested and released, which integration patterns to use, and how the rollout will be sequenced. We align Addepar with your client and account master data, digital client experience, and regulatory requirements so the platform can scale with you.
|
|---|
Addepar Data Exchange (ADX) | If you have licensed ADX, we can help you set up the data environment, define your canonical data model, configure ingestion and curation pipelines, and produce the downstream data sets your teams need for analytics, finance, regulatory reporting, and client experience. We can also create operating procedures and monitoring so your shared services or global operations teams can support ADX going forward.
|
|---|
Operate and ongoing platform support | If you prefer not to stand up your own Addepar support team immediately, we can maintain the platform for you. This includes receiving and acting on requests, making configuration changes, running recurring data and reconciliation checks, monitoring integrations that feed into or consume from Addepar, refreshing reports, and providing a monthly summary of work completed. This can be delivered largely from offshore, with onshore oversight, to keep the service cost-effective.
|
|---|
Optimization, training and center of excellence | Once your Addepar platform is up and running, we can review your setup to identify where to simplify, standardize or improve performance. We can train your team to create new reports, onboard new advisors or business units and support new entities. If you want to manage Addepar internally, we can help you establish a small center of excellence with standards, runbooks and onboarding materials.
|
|---|
Program and transformation management for multi-wave rollouts | If you are deploying Addepar in phases across regions or business lines, we can set up a transformation office to manage readiness, data quality, testing and go-live criteria. We coordinate with Addepar and your other vendors and provide executive-level reporting, so progress is visible, and issues are addressed early.
|
|---|
Family Office, Private Wealth, Tax and Trust alignment | If you are a family office or private wealth platform, we can connect your Addepar implementation to the broader work you do with the family. Through EY Family Office Advisory, we can help with family governance, investment policy, cash and liquidity planning and estate and wealth transfer planning. Our tax and private client teams can also help you map entities, ownership structures, accounts, and reporting groupings in Addepar to your tax, trust and regulatory requirements so that what comes out of Addepar can be reused for tax packages, trustee or beneficiary communications and year-end family reporting.
|
|---|
