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Services & Consultants

InfoGrate

Infograte specializes in family office technology, helping clients select, buy, and implement low-cost, scalable solutions that can be maintained long-term.

Vendor selection

  • Identify vendors, technology, and offerings that will help your business scale and run more efficiently.

Custom APIs and integrations

  • Leverage custom API and integration services to connect applications used in your daily operations, including Addepar.

Application architecture

  • Implement, maintain and monitor new and existing applications to create an efficient technology architecture and operating model.

Operations training

  • Schedule training and learning opportunities that help your firm establish best practices for Addepar and your entire tech stack.