Great data, fragmented execution. Here’s where firms lose time.
Addepar is one of the most powerful tools RIAs have for understanding client portfolios.
It gives firms a clear view of performance, allocation, and complex assets. For many advisors, it is the source of truth for portfolio data.
But knowing what’s happening in a portfolio is only part of the job. The rest of the work happens around it.
We all know that Addepar does an excellent job surfacing data.But, when it comes time to prepare for a client conversation, that data needs context to give us action items.
Why did performance shift? What was discussed in the last meeting? What follow-ups are still outstanding?
And, that information is usually living somewhere else:
Advisors are left connecting those dots manually.
We spent so much time scanning through notes to bring context to client calls. That’s why one of the first integrations we added when building Praktikant was Addepar. Finally, instead of looking at performance in isolation, we can see it alongside recent conversations, notes, and next steps, all in one place.
Addepar is often central to reporting. But generating a report is not the same as completing the workflow around it.
There is still work to be done, preparing talking points, summarizing key changes, documenting the conversation afterward, and tracking follow-ups.
These steps are rarely automated. They rely on advisors or support staff to transfer information between systems.
That is where time starts to slip away slowly–especially when you’re stuck on calls with barely five minutes between.
Praktikant captures outputs automatically. Notes, summaries, and action items are generated and organized without requiring us to re-enter the same information across each system we use.
One of the biggest challenges firms face is turning data into consistent action.
A portfolio update might require outreach. A change in allocation might trigger a conversation. A completed meeting should lead to documented next steps.
Without a clear system for managing that flow, important actions can be delayed or missed.
By Addepar and Praktikant, we have insight that leads to follow-through. Our tasks are tracked, our communication is captured, and nothing gets lost between systems
With Praktikant, we don’t replace what’s already working. We aim to make it better.
